Stacy Spelman, Life Insurance Agent

About Me

Stacy Spelman

Principal & Co-Founder, PGR Financial

Stacy Spelman is a Principal and Co-Founder of PGR Financial and leads the firm with a protection-first philosophy at the core of its holistic financial planning approach. She began her career with New York Life in July of 2011 and has built a reputation for helping individuals, families, and business owners protect what matters most while planning confidently for the future.

Stacy is a recognized leader in the industry, earning the distinction of #1 Long-Term Care Producer in 2021. She has been authorized to offer life insurance and long-term care solutions to AARP members since 2012, further reflecting her expertise in planning for longevity and risk management. Her commitment to advocacy and leadership is demonstrated through her service on New York Life’s Agent Advisory Council in 2022, as well as her ongoing role on the AARP/New York Life Advisory Council, where she has served since 2021.

Licensed in 15+ states—and willing to expand licensure as needed—Stacy works closely with clients across the country, providing guidance in:

• Long-Term Care Insurance

• Life Insurance

• Disability Insurance

• Business Solutions

• Full Financial Planning

Stacy’s approach is deeply personal and proactive, ensuring protection is established first so clients can pursue growth and long-term goals with confidence.

Outside of work, Stacy has been happily married since January 2011 and is the proud mother of two daughters, along with a golden retriever and a cat. She enjoys coaching girls’ basketball and finds her reset time outdoors—especially in the woods and near the water.

Stacy’s blend of technical expertise, leadership, and genuine care allows her to build lasting relationships and guide clients through life’s complexities with clarity and compassion.

OFFICE LINE: 425-231-7364

DIRECT LINE: 206-851-6215

[email protected]