Heritage Financial Partner and Planner, Stacey Spedden-Irrgang was recently recognized by Forbes in their America’s Top Women Wealth Advisors List for 2021. SHOOK Researchers have undergone extensive interviews that cover client services, compliance and investing processes.
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’s mission is to focus on helping her clients make complex situations simple to understand while being immersed in a warm, friendly, family environment. Her goal is to provide her clients with the confidence needed to navigate the roads of their financial future.
The America’s Top Women Wealth Advisors is independently produced by Forbes. The Forbes ranking of America’s Top Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of: qualitative data, learned through surveys and interviews (in-person, telephone and virtual), so we can evaluate best practices, service and investing models, compliance records, etc.; as well as quantitative data, like revenue trends and assets under management. All advisors have a minimum of seven years’ experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. The nominator had paid a fee for the nomination of this award. Heritage nor its advisors or their parent firm have paid any fee to the Forbes for the nomination, promotion or receipt of this award. This award was independently granted and a membership in an organization was not required.