Our Qualifications

 

 

Stacey L. Tate - Stacey Tate is a CERTIFIED FINANCIAL PLANNER™ professional.  She also is an Investment Advisor Representative with investment advisory services offered  through Brookstone Capital Management, LLC.  In addition, Stacey is a licensed insurance agent with the Texas Department of Insurance.  She holds a Bachelor of Science in Business Administration from Jacksonville University for which she graduated "Cum Laude". Furthermore, Stacey L. Tate has been awarded a Professional Certificate  for the Certificate Program in Financial Planning from Southern Methodist University.