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Stacey Spedden-Irrgang

CRPC®, LUTCF

Partner & Financial Planner

About Stacey Spedden-Irrgang

Meet Stacey

Stacey Spedden-Irrgang offers comprehensive financial planning services for both individuals and small business owners. Stacey focuses on retirement planning as well as health coverage for retirees, life insurance, and disability income insurance. She has been a financial planner since 1993.

Stacey currently resides in Reisterstown, MD with her husband (Jeff), son (Jake), daughter (Darby), and a zoo of animals. In her spare time, she enjoys cooking, entertaining, reading, traveling, and the holidays. When Stacey is not at a charity event, client meeting, or kids’ lacrosse game, you can find her at the beach.

Stacey’s mission is to focus on helping clients make complex situations simple to understand while being immersed in a warm, friendly, family environment. Our ultimate goal is to provide our clients with the confidence needed to navigate the roads of their financial future.

Certifications
  • Life Underwriter Training Council Fellow (LUTCF)
  • Chartered Retirement Planning Counselor (CRPC®)
  • Life and Health insurance registered
  • FINRA Series 7, 6, 65, and 63 FINRA registered
Professional Associations
  • Women in Insurance and Financial Services (WIFS, Baltimore Chapter)
  • PREMIER Partner®
  • The WISE Group
  • ABS Advisory Council
  • National Associate of Insurance and Financial Advisors (NAIFA)
  • The Resource Group member, Practice Management Committee member
  • The Resource Group Lifetime Member
Awards
  • Ongoing WIFS Circle of Excellence Award recipient**
  • LFA Chairman’s Council Qualifier*
  • One of the Top 100 Planners with LFA

*The Chairman’s Council represents the top one percent of financial planners affiliated with Lincoln Financial Advisors.

**The Circle of Excellence is an independent listing produced by WIFS and recognizes WIFS members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year, which is submitted by individual members. For more information, visit https://wifsnational.org/public-docs/conference/233-2016-circle-of-excellence-qualifying-documents-list

The Top 100 Planners award is independently produced by Lincoln Financial Advisors and is based on an internal designation of Lincoln Financial Advisors Corp. based in part on assets under management, sales and compliance criteria. Stacey Spedden Irrgang was nominated for this award. Heritage nor its advisors or their parent firm have paid any fee to Lincoln Financial Advisors Corp. for the nomination, promotion or receipt of this award. This award requires the member to be employee/affiliated with Lincoln Financial Advisors.

Education
  • B.S., The University of Delaware
Community Involvement
  • The Ronald McDonald House Charities of Baltimore, MD
  • The MD Food Bank
  • Kennedy Krieger Annual Festival of Trees
  • McDonough Adopt a Family for the Holidays Project (Sponsorship)
Stacey Spedden-Irrgang's Team
Madison Ewing

Madison Ewing

Registered Assistant

Shannon James

Shannon James

Practice Manager

Bridget Sharp

Bridget Sharp

Registered Paraplanner

Primary Clients or Industries

Hospitals

Non-Profits

Corporations

Families

High Net Worth Individuals

Primary Service Areas

Financial planning

Retirement planning

Individual Life, Health, and Disability Insurance

410-771-5430

410-785-0044

307 International Circle, Suite 390 Hunt Valley, MD 21030