Stacey G. Stelter

Proud Mother | Gracious Giver | Compassionate Listener

Stacey G. Stelter

Founder | Director of Client Services

A Little About Me

Running: I celebrated a major birthday with a half marathon! The local paper featured me hugging my family at the finish line - a proud moment.

Coffee: Need I say more? My fav - a medium roast espresso with frothed Keto vanilla creamer.

Faith: "For I know the plans I have for you," declares the Lord, "plans to prosper you and not to harm you, plans to give you hope and a future." - Jeremiah 29:11

Travel: Only 20 left!  I love to travel in the U.S. and have seen 30 states including Alaska and Hawaii. Disney World, Mt. Rushmore, the Grand Canyon and Sarasota, FL are a few of our family’s favorite spots!

Charitable Work:  Creating meaningful connections with people is my passion.  Spending time with family and friends, and volunteering with my kids brings me great joy.

Favorite Moments: On three different occasions, I was privileged to introduce the ocean to my husband and separately to both of my boys. Seeing their eyes wide in awe of the ocean’s majesty are special memories for me. 

Favorite Quote:

"Do or do not. There is no try."

-Master Yoda

More About Me

I am a former teacher and stay-at-home mom who took a leap of faith by entering the financial advising industry several years ago. Having a natural curiosity to learn new things and having a heart to serve people has allowed me to flourish in my career. Since taking that leap, I have seen firsthand the peace of mind having a trusted advisor can provide people and am honored to be part of that important relationship.

I have been blessed to create a wonderful life with my high school sweetheart. We have two incredible sons that make me gush with pride. Our family is rounded out with our super sweet rescue dog. Participating on sports teams, being active in our church and volunteering together in our community are important aspects of our family life. Any extra time I may have, I love connecting with family and friends, going for walks or watching a good movie.