Lacey’s primary roles in the team include assisting clients with maintaining their accounts, opening new accounts, processing client and broker transfers, and general assistance to the Investment Advisors. She also assists in operations while being a liaison to LPL Financial.
Lacey has been with us since November 2007. When she’s not at the office, you will most likely find Lacey spending time with her son Mason. She loves animals, swimming, the beach, and traveling. In addition, she enjoys watching her dad, Rob Wright, play the banjo. She is also studying to get her Bachelors in Business Administration. My direct phone number is (520) 468-7584.