Stacy Shields has three decades of professional experience in risk mitigation and asset protection. As a Vice President for a fortune 1000 company, her success was grounded in integrity, passion and meticulous understanding of complex economic models.

Stacy has a comprehensive education in economics, finance and risk management.

  • CPA, Certified Public Accountant

  • Candidate for CERTIFIED FINANCIAL PLANNER

  • Bachelors of Economics, University of Michigan

  • Masters of Business, Thunderbird School of Global Management

  • Investment Advisor; Series 65

  • ARM, Associate in Risk Management

  • CPCU, Chartered Property and Casualty Underwriter

As your wealth advisor, Stacy will develop a personal relationship with you to fully understand your current and future goals. She has the knowledge and experience to provide exceptional financial planning and asset protection strategies. When it comes to wealth management and long-term financial security, Stacy is dedicated to providing the necessary time, research and analysis that you deserve. I do the hard work, you make the decisions. You will have peace of mind and the time to live your life.

Stacy is located at:

6908 92nd Street Ct. NW

Gig Harbor, WA 98332