Stacey Washa

Stacey F. Washa

Financial Advisor and Practice Manager

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Advice-based wealth management

Check the background of this investment professional on FINRA’s BrokerCheck.

Stacey F. Washa

Financial Advisor and Practice Manager

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Advice-based wealth management

About Stacey

Stacey Washa is a financial professional working with the Haunty Team in Madison, WI, Stacey has worked with senior partner, Thomas A. Haunty, CFP® since 2008. Together Stacey, Tom, and financial professional Kayla Nikula, focus on comprehensive financial planning with relatable strategies to address complex financial circumstances in both personal and business situations. The Haunty Team is a multi-generational practice particularly able to relate to clients at various life stages and ages—from recent graduates to retirees.

After attending Madison College for court reporting, Stacey began her career with North Star and her path quickly turned to mastering the details of and expanding every role on the Haunty Team. Stacey’s commitment to expand her career led her to learn multiple systems and to continue her education leading her to become an advisor. One of Stacey’s noted professional achievements was being awarded the inaugural RFIGGS staff servant leadership award (Responsibility, Faith, Integrity, Gratitude, Growth, Service) by North Star Resource Group in 2018.

Stacey’s number one goal has always been to help others. As a financial advisor, Stacey is committed to serving her clients while coaching them to efficiently pursue their financial goals and needs. She is passionate about working with her clients through their unique situations and strives to create a family-like relationship with each one of them.

Stacey’s Areas of Focus include:

  • College funding
  • Disability insurance
  • Education funding
  • Investments
  • Life insurance
  • Retirement strategies

Qualifications

  • FINRA Series 6 and 77 registrations
  • Life, Accident and Health Insurance licensed

Personal

When Stacey is not spending time helping her clients protect and grow their wealth, she can be found spending time with her husband, Aaron, and three children, Devyn, Dariyan and Hunter. Stacey also enjoys camping, cooking, hiking, live music, yard games and staying active with her workout group at MadPower Training. Stacey also works with Big Brothers Big Sisters and the Humane Society.

Team

Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®
Thomas A. Haunty, CFP®, RHU, REBC, ChFC, AIF®

Senior Partner and Team Leader

Support team

Stacey Reuter
Stacey Reuter

Administrative Specialist

Abigail South
Abigail South

Administrative Assistant

Joey McCormick
Joey McCormick

Investment Coordinator

Resource team

Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®
Chris Sitek, CLTC®, CASL®, CLU®, ChFC®, RHU®, REBC®

Vice President Life and Long-Term Care

Chase Brakke, DIA, DIF, CEPA®
Chase Brakke, DIA, DIF, CEPA®

Vice President of Business Owner Solutions

Jeff Landt, CFA, CFP®
Jeff Landt, CFA, CFP®

Vice President and Director of Investments

Contact

    Madison, Wis.

    2945 Triverton Pike Drive
    Suite 200
    Madison, WI 53711

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    Stacey is a registered representative and investment advisor representative of Securian Financial Services, Inc. 3642291 DOFU 2-2022