Stacey Woehrle, CPA
Stacey joined Infinity Strategic Partners (ISP) in 2019. Stacey spent 15 years in the Finance Industry as a Certified Public Accountant and Auditor/Financial Analyst beginning her career at Ernst and Young. Her last corporate position was with Oracle Corporation in Redwood Shores, California. Previously, Stacey was appointed to the Illinois State Board of Investment (ISBI) in 2017 as a Trustee to manage over $23 billion for the Illinois State Pensions supporting all state employees, judges and the General Assembly. Stacey’s goal is to help people in making informed and educated financial decisions. She creates a financial plan looking at both wealth accumulation, investments and risk protection prioritizing what best fits her client’s personal needs. Infinity Strategic Partners is DEDICATED to building long-lasting relationships with their clients. Their approach is to lead with questions, analyze, COLLABORATE, share insights, and offer advice. Stacey was born and raised in Michigan and graduated from the University of Michigan with a BBA in Accounting/Finance and is a CPA. Stacey currently lives in Wilmette with her husband Chris and their two sons, Nick and Theo.
Securities
and investment advisory services
offered through Equitable Advisors, LLC (NY,NY
212-314-4600), member
FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah
as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.