Lacey joined the Richards & Addy team in May 2021, leaving behind 13 years of expertise in the medical field to transition into the world of finance.
As our Paraplanner, Lacey works alongside our advisors to ensure our clients are on the path to achieving their financial goals by assisting with insurance, account opening, and the management of 403b plans. She has also been an integral part in enhancing our financial planning practice.
Lacey grew up in Charlotte and now resides in the charming town of Eaton Rapids with her son, Nolan. She enjoys nights in watching movies, exploring the outdoors, trying new foods and experiences, attending sporting events, and spending time with her friends and family.