Bethany L. Lacy

Client Services Manager’

Bethany joined the Heritage Team in July of 2017 after relocating from her hometown of Erie, PA.

Bethany specializes in client relations and is often the first person our clients speak to.  She is also an integral part of the day-to-day operations.  Bethany currently holds her Life & Health Insurance License, and is also a certified notary.

Bethany graduated from Penn State Behrend with a Bachelor of Business Administration in Finance.  During her time in college she was also a goalie for her school’s soccer team.

During her 9 years of experience in the financial planning industry, Bethany has gained a vast knowledge that allows her to assist in all facets of our business.

Bethany is currently looking forward to her wedding in September 2019, to her fiancée, Justin!  While not at work, she is an avid Penguins fan, enjoys boating on Lake Erie in the summer, and spending time family, friends, and especially her dog Reyna.