CPA/PFS, CFP®, MBA
As principal and founder of Elm3, Stacey uses her experience in financial planning, investment management, tax preparation, and accounting to approach each client’s financial situation from several different perspectives. She understands that each person comes to the table with a unique perspective on their financial outlook, and she works to create a solution for each client in accordance with their unique viewpoints and needs. Stacey is a CFA Level II candidate.
Stacey holds a BS degree in Accounting from Purdue University and an MBA in Finance from Northwestern University’s Kellogg School of Management. She is a Certified Financial Planner (CFP®) and a member of the Financial Planning Association (FPA), Georgia Society of CPAs, American Institute of Certified Public Accountants (AICPA), and National Association of Tax Professionals (NATP).
When not working with her clients, she enjoys spending time with her two children, hiking North Georgia mountains with her dog, and gardening in her backyard. A native of Chicago, Illinois, Stacey has lived in the Atlanta area since 2001.