About Lacy Phelps

Lacy Phelps, your neighborhood Financial Advisor, brings a wealth of knowledge with an MBA in Finance and more than 8 years of experience in the Financial Services industry, but she is not alone. Lacy works with individuals and small businesses in an intimate, one-on-one environment with the support of thousands behind the scene. She has an established process to determine what's important to you and partners for the long-term to help you reach your financial goals. It's like getting a second, third and fourth opinion all in one spot.