Stacey Martin
CFP®
Financial Advisor
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EDUCATION
BBA, Finance, University of Iowa
BIO
Stacey is passionate about building meaningful relationships with clients and guiding them through the financial planning process. She takes pride in educating and supporting clients as they make informed decisions to achieve their long-term goals. Stacey is a CFP®CERTIFIED FINANCIAL PLANNER™ professional and holds FINRA Series 7, 24, and 63 licenses, along with life and health insurance licenses. Prior to her current role, she worked in business development, where she supported financial professionals nationwide in recruiting and practice growth initiatives.
Stacey and her husband, Austin, reside in Fairfield, Iowa. Outside of work, she enjoys cheering on the Iowa Hawkeyes, reading, and being active in their local church community.
JOINED FIRM
2024