​Stacy’s passion is serving clients as a trusted fiduciary wealth manager, using her background and experience in accounting to add value to her clients through direct dealings with her client’s CPA partners. As a CERTIFIED FINANCIAL PLANNER® practitioner, she lends her unique set of skills and qualifications to help individuals, families and businesses grow and manage generational wealth.

Born and raised in Ponca City, OK, Stacy graduated summa cum laude from Oklahoma State University in May 2007 with a bachelor’s degree in accounting and an honors college degree. In December 2007, she completed her master’s degree in accounting from OSU. Again, achieving summa cum laude. Stacy became the first woman in her family to graduate with a master’s degree. After college, Stacy started her professional career with a Big 4 Accounting Firm, KPMG, providing assurance services to financial service industry clients ranging from Fortune 10 companies to family-owned businesses. During her 11.5 years with the firm, Stacy was a devoted member of KNOW, KPMG’s Network of Women, and was passionate about recruiting and mentoring young professionals.

Stacy loves accounting and enjoys using her skills to assist clients. She also is passionate about her family, starting with her husband, Bryan Coppock, who was her high school sweetheart. Stacy and Bryan also have a daughter, two sons, and a golden retriever. Together they enjoy trips to the mountains, where they snow ski and ride UTVs. They also like golfing and spending time at the lake. She returns home to Ponca from time to time to help her parents with their farm.

Stacy is a member of the American Institute of Certified Public Accountants, and she serves on the Board of Directors for Infant Crisis Services and the Board of Directors for Dean McGee Eye Institute Foundation. She and her family are parishioners of Christ the King Catholic Church in Nichols Hills.