Our Team

Meet Our Team

Financial planning works best when it’s built on real relationships

Founding Partner and Financial Advisor

Stacy Davis

Stacy is a Financial Advisor and Registered Investment Advisor with more than 27 years of experience helping individuals, families, and business owners build strong financial goals. She takes a holistic, personalized approach to wealth management—providing clear guidance, customized strategies, and exceptional service. Her mission is to make a meaningful difference in her clients' lives by being the trusted partner they can rely on for clarity, confidence, and long-term planning. A long-time resident of Nixa, Stacy has raised her two sons in the community she has called home for over two decades. She remains active in organizations such as Working Women's Web, Mega 417, the Nixa and Springfield Chambers of Commerce, and the Association for Women in Communications. Outside of work, she loves spending time with family and visiting their farm in Newburg, Missouri.

Phone Number

(417) 823-3810

Office Location

3809 S Greystone Court Suite A Springfield, MO 65804

Geographic Service Area

Springfield, MO • Nixa, MO

Securities offered through Silver Oak Securities, Inc. (SOSI), Member FINRA/SIPC. Investment advisory services offered through United Advisor Group (UAG), a registered investment advisor. Strategic Financial, UAG, and SOSI are not affiliated.

Areas of Specialty

Retirement Planning 

Stacy helps clients build strategies that provide confidence and security from early retirement planning through the transition into retirement and beyond.

Tax-Efficient Strategies 

Working with clients and their tax professionals, Stacy identifies opportunities to minimize taxes and maximize wealth.

Business Retirement Plans 

Stacy helps business owners establish and manage Simple IRAs, 401(k) plans, and other retirement solutions that benefit both the business and its employees.

Medicare Guidance 

Stacy provides clear, personalized guidance to help retirees understand their Medicare options and choose coverage that fits their needs and budget.

Additional Income Strategies for Retirees 

For retirees seeking ways to supplement their income, Stacy develops strategies that balance income needs with long-term financial security.

Ready to Get Started?

Schedule a free 30-minute consultation. No pressure, no obligation, just an opportunity to ask questions and see if we’re the right fit for your financial goals.