Stacey Anderson, QPFC

Retirement Plan Advisor

Stacey brings fourteen years of financial experience to the firm, with twelve dedicated to Retirement Plans. She is a Qualified Plan Financial Consultant. She is involved in a variety of areas including participant financial education, plan sponsor meetings, internal processes, and participant experiences—to ensure the Plan Sponsor and Administrative Team have a seamless and positive experience.

Outside the office, Stacey enjoys spending time with her husband, Jon, and their two children, Scarlett and Callum. She also loves health and fitness, traveling, and volunteering at her church.