Stacey joined Heritage Financial Consultants as the Client Relationship Manager for Elizabeth Paal Goss and Kathy Armstrong. She holds a bachelor’s in human environmental science from The University of Alabama, Tuscaloosa.

She began her financial career at Armory Financial with Raymond James and has completed the SIE, obtained her Series 7 registration, and is currently preparing for the Series 66 and Life and Health certifications.

With an extensive background in customer relations, financial operations, and administrative management, she is passionate about building relationships, helping people feel known, valued, and supported as they work toward their goals. She deeply values the responsibility of guiding clients through their financial journeys and approaches it with care, respect, and a true commitment to their success. The focus at Heritage Financial Consultants is to provide personalized financial guidance, helping clients concentrate on what matters most—for themselves, their families, and their communities.

Originally from Missouri, she and her husband, Andrew, have called Maryland home since 2013. They live in Perry Hall with their three boys, Emmett, Owen, and Ben, along with their Beagle, Ruby.

In her free time, she enjoys making memories with her family, playing bass, and being involved in her church through music and volunteering with students.