Lacy Baluta

Registered Client Service Assistant

Lacy joined Peoples Financial Planning in January 2023 with over 10 years of experience in client services. Her background as a small business owner in a service-based industry, followed by the last three years in financial services, makes her well-suited to support our clients. Lacy has worked hard to expand her education in the industry and has obtained her Series 7, Series 66 and insurance licenses. Her attention to detail, passion for organization and commitment to building long-term relationships make her a perfect fit for our team.

Lacy was born and raised in New Jersey, lived in Las Vegas for 16 years, then moved to the Space Coast in 2019 with her husband, Brian. Her three young daughters, Evelyn, Rosalie and Margot, keep her busy with dance, gymnastics, soccer, swimming and ice skating!

Lacy is honored to be the newest member of the Peoples Financial Planning team.