Lacey Gibson is a financial professional with a passion for helping individuals and families build confidence in their financial future, with a particular focus on retirement planning. She has been working in the financial services industry since 2020 and holds a Bachelor of Arts degree from Pepperdine University.

Throughout her career, Lacey has worked with a diverse range of clients, helping them navigate important financial decisions and develop thoughtful strategies designed to support both their short-term priorities and long-term goals. She believes effective financial planning goes beyond simply managing investments—it is about understanding what matters most to each client and creating a personalized roadmap to help them achieve financial independence and enjoy the retirement they envision.

Lacey is especially passionate about helping clients prepare for retirement by coordinating the many pieces of their financial picture, including investment strategies, income planning, Social Security, tax considerations, risk management, and legacy goals. She takes a relationship-driven approach, working to make complex financial concepts easier to understand and helping clients feel informed and confident in the decisions they make.

Originally raised in Texas, Lacey has a love of travel and has visited 33 countries, giving her a broad appreciation for different cultures, experiences, and perspectives. Outside of work, she enjoys cooking, skiing, traveling, and spending time with her family.