Our Qualifications

Stacy L. Long began her career in the financial service industry in 1996. She earned her CERTIFIED FINANCIAL PLANNER™ Professional mark, a certification awarded by the CERTIFIED FINANCIAL PLANNER Board of Standards, Inc.  Stacy earned the Accredited Investment Fiduciary® (or AIF®) professional designation from Fiduciary360. The AEP® designation was awarded to Stacy by the National Association of Estate Planners & Councils.  She is a graduate of Old Dominion University where she earned her BA in Finance with a minor in Accounting and Sociology. 

We have been working with individuals, familes and businesses in the area for over 25 years. We hold various professional designations, and are licensed to sell a variety of investment and insurance products.

One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.