Stacey Heaton

Stacey Heaton

Principal

Stacey Heaton is a Registered Principal. As an advisor support manager, she eliminates the “back room” minutiae that takes time away from the advisor’s time, allowing us to take care of our responsibilities and focusing on our clients. Stacey holds over 15 years of industry experience and has held every position from Wire Operator to Portfolio Administrator. Stacey earned a BA in Economics from Colorado State University. She holds Series 7, 24, and 63 licenses.