Lacy Baluta,

Lacy brings over a decade of client service experience, seamlessly blending her background as a small business owner with five years in financial services to deliver exceptional support to our clients. Her dedication to education is evident through her acquisition of Series 7, Series 66, and insurance licenses, and most recently, achieving the Accredited Asset Management Specialist™ (AAMS™) designation. As part of her commitment to exceptional service, she is also one of the numerous notary publics located in our Melbourne office.

Lacy acts as the "quarterback" for our financial planning team, ensuring every task discussed in our meetings is followed up and completed. Fully registered, she is equipped to handle all your trade request along with answering questions regarding your Goal Plan. Her commitment to excellence ensures that any questions you may have get addressed in a timely manner. With meticulous attention to detail, a passion for organization, and a commitment to fostering long-term relationships, she continues to be an asset to our team.

Originally from New Jersey, Lacy spent 16 years in Las Vegas before relocating to the Space Coast in 2019 with her husband, Brian, and their three vibrant daughters – Evelyn, Rosalie, and Margot. Outside of work, Lacy stays active with her daughters' activities, including gymnastics, swimming, and ice skating. Fun fact – in a previous career, Lacy worked aboard Crystal Cruises, journeying across six continents. She hopes to revisit some of her favorite places with her family one day!