Stacey is an Investment Advisor Representative specializing in Investment Planning and Life / Health Insurance services. She has been with the Thom Group since 2001 and started her career in the financial services industry in 1999 at Sutro & Co. Stacey is an Investment Advisor Representative and Registered Representative. She offers a wide variety of financial products and services, including Financial Planning, Advisory/Fee Based Investment Accounts, Variable Annuities, Fixed Annuities, and Retail Investment Accounts. She is also certified to sale Medicare Insurance products, Health, Life, Disability, and Long Term Care Insurance as well. Her consultation process starts with an in-depth analysis of your current financial goals and investment objectives, as well as a detailed discussion of your overall future financial plan and retirement goals. She understands that you have many choices when it comes to selecting an investment advisor. Her detailed approach and years of experience, along with her outstanding commitment to client service and satisfaction, has resulted in many fulfilling, long lasting relationships with her clients with whom she feels very privileged to work with.
Cal Poly, San Luis Obispo - Bachelor of Science Degree
Series 7, 63, & 66 Registrations
California Insurance License Number 0D90802
Volunteer Advertising Committee Chair for the Phyllis Madonna Annual Musical Revue benefitting the Women's Shelter Program of San Luis Obispo. (2009 - 2019)
Rotary Daybreak Board Member 2007 - 2009
Women's Shelter Program Board Member, Treasurer - 2008 - 2010
Rotary Daybreak Youth Services Director for Rotary Interact Club & San Luis Obispo High School - 2007 - 2009
San Luis Obispo Head Girls Varsity Volleyball Coach and Program Director - 2004 & 2005
Stacey had the honor of being nominated and selected in 2007 for the prestigious Tribune “Top 20 Under 40” Award. This award is given to the Top 20 business professionals under the age of 40 in San Luis Obispo County, who demonstrate excellence in their field and community.
Independent Financial Group. does not endorse or sponsor The Top 20 Under 40 Award.