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Stacey Spedden-Irrgang

CRPC®, LUTCF, FSCP®

Partner 

410-771-5430

410-785-0044

About Stacey Spedden-Irrgang

Meet Stacey

Stacey A. Spedden-Irrgang, CRPC®, LUTCF, FSCP® is a Financial Planner with Heritage Financial Consultants, LLC. She is also an Investment Advisor Representative and Registered Representative offering comprehensive financial planning services through Osaic FA (formerly Lincoln Financial Advisors Corp.) and has been with her current broker-dealer since 1993. She is also a licensed Health and Life Insurance agent and has passed her Series 7, 6, and 66 exams in addition to completing all of the required course material to become a CERTIFIED FINANCIAL PLANNER™ practitioner. She graduated from the University of Delaware with a Bachelor’s degree in Human Resources with a concentration in business. Stacey has also completed the LUTCF Designation (Life Underwriter Training Council Fellow) and has obtained her CRPC® designation. She has also completed all the CFP courses.

Stacey presently focuses on Financial Planning for the individual and small business owner, as well as Retirement Planning and Life and Disability Income Insurance. She is a member of the Women in Financial Services (WIFS) and part of their Circle of Excellence1. She is Chair of the Wise Group2. She is also a member of Osaic FA Premier Partners®3 and The Resource Group4. Stacey currently resides in Reisterstown, MD with her husband Jeff and her son, Jake, a recent graduate from the University of Miami. Her daughter, Darby, currently attends the University of Mississippi. Currently, Stacey actively volunteers in the Ronald McDonald House Charities.

1WIFS Circle of Excellence is a voluntary recognition program for 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. Stacey applied for the award. Neither the advisors nor their parent firm pay a fee to WIFS for the nomination or receipt of the award. A fee of $260 for the annual membership. The award was independently granted and membership in an organization was not required. Working with a WIFS Circle of Excellence award recipient is no guarantee of investment success.
2The mission of The WISE Group is to assist women financial advisors with Osaic FA in the growth and recognition of their practice.
3The Premier Partners® Program represents a superior level of achievement earned by financial professionals and field managers for their commitment to client service, professionalism and business production.
4The Resource Group (TRG) is an internal invitation-only, nationwide network of the top planners within Osaic FA.

Lincoln Financial Advisors is now Osaic FA, Inc. Any reference to Lincoln Financial within these files should be disregarded.

Certifications
 

  • Chartered Retirement Planning Counselor (CRPC®)
  • Life Underwriter Training Council Fellow (LUTCF)
  • Financial Services Certified Professional (FSCP®)
  • Life and Health insurance licensed
  • Series 7, 6, 65, and 63 registered
Professional Associations

 

  • Women in Insurance and Financial Services (WIFS, Baltimore Chapter)
  • Premier Partner®
  • The WISE Group
  • National Associate of Insurance and Financial Advisors (NAIFA)
  • The Resource Group, Practice Management Committee member
  • The Resource Group, Annual Meeting Planning Committee member
  • The Resource Group Lifetime Member
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
Awards
  • One of the Top 150 Planners with Osaic FA*

*This award is an internal recognition of the top 150 producing financial professionals within Osaic FA determined by annual sales amounts.

Stacey Spedden-Irrgang's Team
Madison Ewing

Madison Ewing

Financial Professional Associate

Shannon James

Shannon James

Practice Manager

Jacqueline Shepherd

Jacqueline Shepherd

Client Relations and New Business Administrator

Brooke Overmier

Brooke Overmier

Financial Professional Trainee

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