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Stacey Ritter

Client Onboarding Manager

My attention to detail is the center of my work, making a significant impact on each of our clients’ service experience.  As a Client Relationship Manager, I work directly with clients during the account opening process, while also supporting the Lehigh Valley Team in gathering necessary data to build financial plans.

I joined Legacy Planning in 2018 as Executive Assistant, bringing 14 years of customer service and administrative experience to the firm.  I graduated with a Bachelor of Science in Business Administration, with a concentration in Marketing, from Kutztown University.

I currently live in Palm, PA with my husband Derek, our two children and dog.  In my free time, I enjoy traveling, four-wheeling, and spending time outdoors.

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