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Stacey Woehrle, CPA

Stacey Woehrle, CPA

Financial Professional

Stacey joined Infinity Strategic Partners (ISP) in 2019. Stacey spent 15 years in the Finance Industry as a Certified Public Accountant and Auditor/Financial Analyst beginning her career at Ernst and Young. Her last corporate position was with Oracle Corporation in Redwood Shores, California. Previously, Stacey was appointed to the Illinois State Board of Investment (ISBI) in 2017 as a Trustee to manage over $23 billion for the Illinois State Pensions supporting all state employees, judges and the General Assembly. Stacey’s goal is to help people in making informed and educated financial decisions. She creates a financial plan looking at both wealth accumulation, investments and risk protection prioritizing what best fits her client’s personal needs. Infinity Strategic Partners is DEDICATED to building long-lasting relationships with their clients. Their approach is to lead with questions, analyze, COLLABORATE, share insights, and offer advice. Stacey was born and raised in Michigan and graduated from the University of Michigan with a BBA in Accounting/Finance and is a CPA. Stacey currently lives in Wilmette with her husband Chris and their two sons, Nick and Theo.

ADV Part 2B Brochure

California Insurance License #: 4341293