Heritage Financial Consultants, a preeminent Mid-Atlantic wealth management firm providing comprehensive financial services, today announced that Stacey Spedden-Irrgang has been named to the Women in Insurance & Financial Services’ (WIFS) Circle of Excellence for the fifth consecutive year, achieving sapphire status for the first time. 

WIFS is an organization devoted to attracting, developing and advancing the careers of women in finance. The Circle of Excellence honors women in insurance and financial services who have achieved remarkable success and are leading the way for women in the industry. Spedden-Irrgang’s sapphire designation recognizes her status as an industry leader and points to her results-driven investment strategy.        

“I’m honored and humbled to receive this recognition from the Women in Insurance & Financial Services,” said Spedden-Irrgang. “I believe strongly in the work the organization is doing and hope my experiences can inspire young women in the industry to confront stereotypes and break down barriers, driving impactful results for clients and empowering other women to take ownership of their finances.”

As a member of Lincoln’s WISE (Women Inspiring, Supporting and Educating) Group, an organization designed to better support the unique needs of female financial advisors and clients, Spedden-Irrgang is committed to mentoring young women in the financial services profession.

Spedden-Irrgang has been in the financial services industry for over 24 years. She specializes in financial planning for individuals and business owners, employee benefit packages, and retirement planning and health, life and disability insurance. Spedden-Irrgang holds a Bachelor of Science in Human Resources from the University of Delaware. She is a CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Retirement Planning Counselor (CRPC®) and Life Underwriter Training Council Fellow (LUTCF).

About Heritage Financial Consultants

Heritage Financial Consultants is a full-service, independent financial planning and wealth management firm headquartered in Hunt Valley, Md. with offices in Wilmington, Del., Preston, Md., and Vienna, Va. Heritage Financial Consultants provides peace of mind for individuals, families and businesses through comprehensive financial services including investment management, retirement and estate planning, business ownership and succession, insurance and risk management, and employee benefit services. For more information, please visit www.heritageconsultants.com. 

About the Circle of Excellence

The Circle of Excellence is an independent listing produced byWIFS and recognizes WIFS members who achieve significant income levels in the insurance and financial services industry. This prestigious recognition is based on annual production for the previous year, which is submitted by individual members. For more information, visit https://wifsnational.org/why-attend/circle-of-excellence.