An honors graduate of Lake Braddock Secondary School and then The University of Virginia, Stacy has served in the financial services industry since 2004. Immediately following her graduation from UVA, Stacy moved to California to work in entertainment public relations for A‐List celebrities in Beverly Hills. While that was fun and glamorous, it was not the right career fit. Her dad suggested following in his footsteps to work in the financial services industry and, once she began her licensed career in January 2004, he became her mentor, manager and valued business partner.
Having expanded her practice into comprehensive wealth management and financial planning, Stacy connected with Brock – both a colleague and a trusted friend from UVA – to join the Veritas Financial team in 2023 as a Financial Advisor. Stacy is often a primary point of contact for many of our existing clients.
Whether a regularly-scheduled review meeting, a friendly update or a needed service resolution, Stacy’s experience and positive attitude has been a tremendous asset as another set of eyes, ears and hands around the Veritas offices.