
As Practice Manager, Lacy is dedicated to ensuring seamless operations within the financial planning practice, delivering world-class service and support. Her expertise includes overseeing essential functions such as Required Minimum Distribution (RMD) requests, new account opening/account maintenance, account transfers, and swift problem resolution for an enhanced concierge experience.
Lacy’s attention to detail allows Leal and Shawn to focus entirely on you and your financial planning needs.