Lacy, our newest team member, brings over a decade of experience in client services. Having a background as a small business owner in a service-based industry, coupled with the last four years dedicated to financial services, she is well-equipped to support our clients. Lacy’s commitment to education is evident in her acquisition of Series 7, Series 66 and insurance licenses. Her meticulous attention to detail, passion for organization, and dedication to fostering long-term relationships make her an ideal addition 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 keeps busy with her daughters’ activities, including school, dance, swimming, and ice skating.

She is honored to contribute to the Peoples Financial Planning team.