Lacey has been in the industry for more than 5 years. She supports Greg in serving clients by preparing for meetings, researching investments, and making preliminary financial planning recommendations. Lacey also oversees our day to day operations to improve our processes, and ultimately, your experience. Lacey enjoys working with people to create retirement plans, establishing a solid path which helps them reach their financial goals.
Lacey is continuing her education in financial planning to become more knowledgeable so she can better serve you.