Office Locations and Personnel

Harrisburg, PA
4720 Gettysburg Road, Suite 201B
Mechanicsburg, PA 17055

717-602-1100
Fax: 866-304-7936



Stacy S. Heistand, QKA
717-602-1111
heistand@assetstrategyconsultants.com

Stacy is a Senior Analyst in our Harrisburg office with over 12-years experience consulting on Defined Contribution and Defined Benefit retirement plans. He began his career on the administration and recordkeeping side of the business as a retirement plans administrator with Merrill Lynch. He was responsible for the day-to-day servicing and annual compliance with multi-million dollar plans.


Stacy joined Alliance Benefit Group (ABG) in 1998 as a plans administrator and account services representative and later as an Investment Advisor. He also was the manager of a team responsible for over 350 retirement plans with over $1 billion in plan assets.

In 2004 Stacy joined Union National Community Bank in Lancaster, Pennsylvania. Stacy developed and built the retirement plan services program for the bank’s trust department and served as the primary consultant for all of the bank’s retirement plan clients.

Stacy earned a B.S. in Finance from The Pennsylvania State University at Harrisburg. He is a member of the American Society of Pension Professionals and Actuaries through which he has attained the QKA-Qualified 401(k) designation.

In his spare time, Stacy enjoys spending time with his wife and four children. Stacy is a coach for little league baseball and also participates in Central Pennsylvania Junior Achievement program as a volunteer teacher.

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Six North Park Drive, Suite 208, Hunt Valley, MD 21030
Phone: 410-528-8282 Fax: 410-528-8305
Email: herget@assetstrategyconsultants.com