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Stacey comes to us with 17+ years of experience in the financial advisory industry. She started her career straight out of college and since then has worked in several areas of financial advisory.
She is a graduate of the University of Arizona graduating with a Bachelor of Science degree in Finance with a Magna Cum Laude from the Honors College. Stacey lives in North Phoenix with her wife Malinda and their five dogs. In her free time you can often find Stacey playing golf, hiking or traveling.
Tax Planning Strategies
Legacy Planning
Business Succession
Strategic Business Planning
C-Suite Planning
Lindsay is licensed to sell securities products in the following jurisdictions: Arizona, California, Florida, Illinois and Washington; and is licensed to sell insurance products in the following jurisdictions: Arizona, California (CA License#0I07740), Colorado, Florida, Georgia, Idaho, Illinois, Indiana, Kansas and Louisiana.
Stacey Wisman's domicile state is Arizona.
Copyright © 2023 Her Slice of the Cake - All Rights Reserved.
Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC Member SIPC. (6263 N Scottsdale Rd, Suite 140, Scottsdale, AZ 85250; 480-538-2900). Her Slice of the Cake is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Stephanie Ellsworth is licensed to sell insurance in AZ, CA and OK.
CA Insurance License #: 4328667
Check the background of this investment professional on FINRA's Broker Check.
https://brokercheck.finra.org/
CRN202806-8822565