Areas of Focus:

Retirement Planning, Investment Goal Planning, Life Insurance & Annuities

Simplification

We will work diligently to simplify by using easy-to-understand language, communicating regularly, and responding to questions.

Understanding

is at the heart of what we do, this is your future we are here to help you make it possible

Attentive

We try to uncover every detail to minimize any surprises and get to know you on a personal level 

Stacy is a self-employed independent financial advisor. Stacy has chosen to work with Cambridge Investment Research Inc because they allow her the flexibility to choose which products and services are best tailored to meet the needs of her clients. There are no corporate interests or sales quotas to meet, allowing her to prioritize the best interests of her clients above all else.

More About Stacy

27 years in the financial services industry She started out working with her father then her husband joined a few years later. She served on various boards and committees before her kids were born.  She learned something very simple from her father: always put the client first and you will always be taken care of.

She enjoys watching her daughter’s soccer matches and supporting her other daughter by taking advantage of her creative hairstyling. She loves to walk her dogs and read a good book and participating in her weekly classes at the YMCA. Spending time with family is always a priority.

My “Assistants”

Contact

Contact by
Phone: 616- 813-6755

Or send an email using the form below…

    Address
    16139 77th Street
    South Haven, MI 49090

    Helpful Links

    Cambridge Investments Research
    https://www.cirstatements.com/

    IRS
    https://www.irs.gov/

    Social Security
    https://www.ssa.gov/

    Cambridge Investment Research Inc is a privately-controlled financial solutions firm focused on serving Independent Financial Advisors and their clients. Cambridge Investment Research Inc is a national corporation with registered Independent Advisors and an industry-leading independent Broker/Dealer. They are known as fee experts. Cambridge Investment Research INC provides a broad range of choices regarding financial solutions.

    “ We make a living by what we get we make a life by what we give”

    -Winston Churchill

    FINRA Broker Check: https://brokercheck.finra.org/

    Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer member FINRA/SIPC to residents of: Michigan, Indiana and Washington. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser.