Stacey received her Bachelor’s degree in Accounting and Management from Indiana University in Bloomington, IN. 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 held through LPL Financial. She is excited to be a part of the Retirement Asset Management (RAM) team and is dedicated to cultivating and creating relationships with our clients to ensure that each feels they are a part of our RAM/Oak Partners family.
Stacey is a Northwest Indiana native and currently resides in the Boone Grove area of Porter County. She and her husband Adam have been married for 12 years and are the proud parents to two very vivacious children. Stacey enjoys spending time with family and friends, enjoying new culinary experiences and traveling (esp. to warmer weather climates).