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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
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)
Awards
  • Ongoing WIFS Circle of Excellence Award recipient
  • LFA Chairman’s Council Qualifier
  • One of the Top 100 Planners with LFA

The WIFS Circle of Excellence Award is an independent listing produced by “Women in Insurance & Financial Services” and recognizes WIFS members who achieve significant income levels in the insurance and financial services industry. This recognition is based on annual production for the previous year, which is submitted by individual members. Stacey Spedden-Irrgang applied for this award and pays an annual $260 National Membership fee and a $40 Baltimore, MD Chapter fee.   Heritage not its advisors or the parent firm paid any fee for the nomination, promotion or receipt of this award.  This award was independently granted.

The LFA Chairman’s Council Qualifier is an internal recognition determined by annual sales amounts.

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

stacey.spedden@lfg.com

410-771-5430

410-785-0044

Connect Via LinkedIn

307 International Circle, Suite 390 Hunt Valley, MD 21030

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We are licensed in the following states. We are sorry if we are unable to offer you our services at this time.

Securities: Alabama, Alaska, Arizona, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Washington, West Virginia, Wisconsin, Wyoming and Puerto Rico.

Insurance: Arizona, California, Colorado, District of Columbia, Delaware, Florida, Georgia, Illinois (IL), Indiana (IN), Iowa, Kentucky, Maine, Maryland, Massachusetts, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia, Wisconsin and Wyoming.

Heritage Financial Consultants

307 International Circle
Suite 390
Hunt Valley, MD 21030
P: 410-785-0033  F: 410-785-0044

Unless otherwise identified, Associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer and a registered investment advisor. Member SIPC. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

 

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

 

Heritage Financial Consultants is not an affiliate of Lincoln Financial Advisors.

 

Lincoln Financial Advisors and its representatives do not offer tax or legal advice.  Individuals should consult their tax or legal professionals regarding their specific circumstances. 

Not all registered representatives with our firm are able to offer advisory services.

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here

CRN-3372080-121520 

Committed to your success.

 

© 2020 Heritage Financial Consultants, LLC

 

1 The Top Workplace award is independently produced by the Baltimore Sun and is based on employee feedback via a 50 question survey.  Heritage Financial Consultants, LLC (Heritage) applied for this award.  Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Sun for  the nomination, promotion or receipt of this award.  This award was independently granted and a membership in an organization was not required. 

2 The Largest Financial Planners in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of local Baltimore financial planning firms by the number of registered representatives. Heritage was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.

3 The Top 30 Money Managers in the Philadelphia area award is independently produced by the Philadelphia Business Journal and is based on the ranking of local Philadelphia financial planning firms by assets under management. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Philadelphia Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.

4 The Fastest-Growing Private Companies in the Baltimore area award is independently produced by the Baltimore Business Journal and is based on the ranking of private local Baltimore companies by annual revenue growth. Heritage Financial Consultants, LLC (Heritage) was independently nominated for this award. Neither Heritage nor its advisors or their parent firm have paid any fee to the Baltimore Business Journal for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.