Stacy joined Compass Wealth Management in early 2023 as our Client Service Associate, bringing 10 years of client relationship management experience through her prior work in the canine training and behavior field. After founding and operating her own dog training business in Houston, TX for five years, she decided to move to Georgia to be closer to family.

Stacy's interest in financial planning was initially sparked by her own personal finances, particularly budgeting and tax preparation. With a B.S. in Psychology from Baylor University, Stacy is eager to apply her skills in the field of wealth management and financial planning. She is currently pursuing her Master’s in Financial Planning from UGA and plans on taking the CFP® exam post-graduation. Her goal is to use her knowledge to help others become more confident in their financial decisions and to align their finances with their values.

In her free time, Stacy enjoys taking her Lab mix, Bamma, and her Dalmatian, Neo, on long walks, as well as teaching Neo new agility tricks in preparation for dog shows. She is also passionate about fostering a sense of community and giving back in any way she can. Stacy is enthusiastic about her new role at Compass and is committed to educating and guiding clients to make the best decisions for their financial future.