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Meet Stacey,
RICP, Senior Financial Professional, Numerica Financial Services*

Stacey Casey, RICP, Senior Financial Professional, Numerica Financial Services*


Check the background of this investment professional on FINRA BrokerCheck


Sometimes all you need to help reach your goals is someone to keep you on track. That’s where Stacey comes in. A fixture of the local financial industry since 1992, her success has been built on trust. She creates personalized road maps that keep her clients headed in the right direction.

Stacey credits her strong work ethic and sense of personal accountability to the years spent growing up on a Montana cattle ranch. Guiding clients — whether they’re just beginning their investment journey or nearing retirement — is about education and empowerment. She takes particular pride working with women who are single, widowed, or divorced, helping them thrive through financial literacy. She also enjoys working with multiple generations within families.

Of course, her favorite family time is spent with her husband and their two grown daughters. She loves giving back to her church and community or passing leisure hours painting or scrapbooking. Whenever she can swing it, she’s outside — hiking, running, or playing with Stella, her English bulldog.

Numerica Financial Services is a marketing name of Cetera Investment Services. Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Individuals affiliated with this broker/dealer firm are either Registered Representatives who offer only brokerage services and receive transaction-based compensation (commissions), Investment Adviser Representatives who offer only investment advisory services and receive fees based on assets, or both Registered Representatives and Investment Adviser Representatives, who can offer both types of services.

Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.

Click here to view Cetera Investment Services Important Information and Business Continuity Plan.

This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every adviser listed. For additional information, please contact the adviser(s) listed on the site or visit the Cetera Investment Services LLC site at

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June 22, 2024