Stacey received her Bachelor’s degree in Accounting and Management from Indiana University in Bloomington, IN with a Minor in Psychology. Upon graduation, she began a career at PricewaterhouseCoopers (PwC) in Chicago, IL, where she resided for 11 years. Stacey began in the auditing practice, and eventually changed her focus at PwC to be more internal, working in various areas of the firm including financial analytics, portfolio management, and process improvement. Stacey had a focus in HR managing the National Partner Admissions process at PwC where she was at the forefront working directly with the top leaders of the firm prior to joining Oak in 2014.
Stacey holds the FINRA Series 7 and Series 66 registrations through LPL Financial as well as her Insurance License. Stacey recently branched off to form her own investment team here at Oak Partners and is the first female to lead a team in the office. Stacey believes in the importance of the personal advisor relationship, understanding the aspects of how finances, planning, taxes and life changes can make an impact from a personal and financial level. She strives to be her clients personal CFO (Chief Financial Officer) and is dedicated to cultivating and creating relationships with our clients to ensure they know a trusted advisor is on their side.
Stacey is a Northwest Indiana native and currently resides in the Boone Grove area of Porter County (where she also graduated high school). She and her husband Adam have been married since 2004 and are the proud parents to a wonderful daughter and son as well as two Bernedoodles. Stacey enjoys spending time with family and friends, enjoying new culinary experiences and traveling (esp. to warmer weather climates).