Stacy Flanagin is a Senior Wealth Advisor with Krilogy and Head of Participant Education & Engagement with (K)Plans. With over a decade of experience in the financial services industry, Stacy brings deep expertise and a personal passion to her work.
Her journey into financial planning began at an early age when, after her father’s passing, Stacy became the “Financial Advisor” of her family. As a young adult, she took on the responsibility of guiding her family through financial confusion and uncertainty. This experience sparked her desire to understand the financial world and shaped her lifelong passion for helping others navigate their financial journeys.
Stacy earned her Bachelor of Science in Business Administration (BSBA) with a certificate in Financial Planning from the University of Missouri – St. Louis. This accelerated her path to earning the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, which she has held since September 2015. Stacy also holds the Certified Senior Advisor® (CSA) designation, which equips her with specialized knowledge in areas crucial to seniors, such as Social Security, Medicare, income planning, estate planning, long-term care, and behavioral finance.
In her dual role as a Wealth Advisor with Krilogy and Head of Participant Education & Engagement with (K)Plans, Stacy is able to merge both of her passions: providing clients with holistic financial advice and empowering retirement plan participants with the education they need to make informed decisions. Her work is rooted in her commitment to helping others plan for a secure and fulfilling financial future.
In her spare time, Stacy enjoys traveling with her husband Kyle. She is actively involved with many animal organizations including Missouri Alliance for Animal Legislation, an organization that advocates for the welfare of animals in our Missouri laws.