With more than 20 years of experience spanning accounting, corporate strategy, data analytics, market research, and financial services human-centered design, Stacey brings a unique and multifaceted perspective to Moneta. 
 
Her recent experience at Edward Jones, where she focused on designing and testing a more holistic life planning service offering, fundamentally expanded her perception of what’s possible. This reinforced her belief that personal financial planning isn’t just about numbers—it’s about infusing empathy into every decision. Witnessing the transformative power of a trusted advisor to make a meaningful impact on clients’ lives and communities inspired Stacey to earn the CERTIFIED FINANCIAL PLANNER® designation and make the leap to Moneta. 
 
Stacey had a vision for what personalized, holistic, and unbiased financial planning should look and feel like for clients—and she found that Moneta has been delivering that level of service for decades. 
 
“I’m thrilled to work alongside such a highly credentialed and experienced team, providing our clients with the comfort of knowing they have immediate access to outstanding professionals for every financial situation they may face,” Stacey said. 
 
Today, Stacey applies the same strategic mindset that guided business leaders to help individuals and families make informed, impactful financial decisions. Acting as a family CFO, she lives out her passion for helping others through education and proactive guidance.  

Outside of work, Stacey and her husband stay busy supporting their three sons as they excel in soccer, basketball, volleyball, golf—and, of course, school and becoming kind humans. 

Education & Credentials: 
• Certified Public Accountant (CPA) 
• CERTIFIED FINANCIAL PLANNER® (CFP®) 
• B.S. in Accounting – Westminster College 
• B.S. in Management Information Systems – Westminster College (Graduated Summa Cum Laude)