Stacey F. Washa
Financial Advisor and Practice Manager
Advice-based wealth management
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
- Life insurance
- Retirement strategies
- FINRA Series 6 and 77 registrations
- Life, Accident and Health Insurance licensed
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.
Stacey is a registered representative and investment advisor representative of Securian Financial Services, Inc. 3642291 DOFU 9-2021.