Stacey Gomez

With over 20 years of experience in the financial services industry, Stacey has deep knowledge in all aspects of client relations. Stacey collaborates with advisors and financial planners to provide individually tailored financial plans.

Stacey has a Bachelor of Science in Business Administration from the University of Michigan-Flint and is a member of the High Impact Financial Operations Network (HIFON), a national study group of over 100 firms focusing on enhancing client experiences through high-quality service and operational efficiencies.