Get to Know
Lacey Smith

Lacey Smith

Lacey Smith Client Operations Specialist

Lacey works closely with clients to ensure all paperwork is completed and in proper order, accounts are established, and transfers are processed expediently.

Lacey is a Northwest FL native and currently lives in Niceville, FL with her husband Joe, two children Zoey and Calvin and their dog Dewey. She graduated from the University of West Florida with a BSBA in Economics. She spent several years in the service industry before entering the Retirement planning world 8 years ago. In her free time, she enjoys cooking and reading.

Fun Facts about Lacey

Favorite quote? “And in the end the love you take is equal to the love you make.” – Paul McCartney

Favorite Holiday? Thanksgiving because I love to cook and eat!

Role Models: My parents. They are hardworking, loving, and generous. I am grateful to be so close to them.