Meet Our Team / Stacy Birky
CPA - Tax Officer
Stacy has been part of the Centier family since 2005. She has spent her entire career working as a professional in the trust, tax, and accounting fields, working with clients and helping them to achieve their financial goals. She is a Certified Public Accountant (CPA). As part of Centier Financial Partners she specializes in individual, trust, and estate tax preparation and planning.
Having established many long term relationships with her clients, Stacy enjoys working actively in establishing and meeting clients tax planning objectives. Stacy prides herself on providing clients the same attentive tax planning year after year. Stacy is active in her church and has served with many charitable organizations on budget and audit committees.
- Office: (219) 477-2733 Ext. 2152
- Email: firstname.lastname@example.org
Valparaiso, IN 46383
Securities and insurance products are offered by Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered by Cetera Investment Advisers LLC. Neither firm is affiliated with Centier Bank where investment services are offered. Advisory services may only be offered by Investment Adviser Representatives.
Securities and insurance products offered by Cetera Investment Services are: *Not FDIC insured * May go down in value * Not financial institution guaranteed * Not insured by any federal government agency * Not deposit products.
Investment Executives are registered to conduct securities business and licensed to conduct insurance business in limited states. Response to, or contact with residents of other states will only be made upon compliance with applicable licensing and registration requirements. The information in this website is for U.S. residents only and does not constitute an offer to sell, or a solicitation of an offer to purchase brokerage services to persons outside of the United States.