Strategic Planning Analyst
Stacy joined the Duncan Financial Group team July of 2021 as a Strategic Planning Analyst, bringing over 20 years of experience in the financial services industry serving high net worth and ultra-high net worth clients. Her passion is to assist clients achieve their personal financial goals and aspirations through financial planning.
Stacy has earned her Series 65, 7 and 63 licenses, holds an Executive Certification in Financial Planning through the University of Georgia Terry College of Business, an Advanced Certification in Accounting from Robert Morris University, and a B.A. in Communications from Slippery Rock University.