Stacey is a seasoned plan administrator with over 20 years of experience in the retirement plan industry. As VP of Operations, she organizes and oversees the daily operations of the company.  By managing procedures and coaching people, she ensures the business stays efficient and productive. In her role as a senior administrator, she helps our clients understand and comply with the rules of qualified plans and heads up our administration team to maintain high levels of customer service year after year.

Stacey is a San Diego native who enjoys spending time with her family and friends, cooking and reading, and an occasional indulgence in binge watching on Netflix.

Industry Positions:
Stacey has an Accredited Pension Administration designation and was a past member of the Board of the San Diego Chapter of NIPA