Client Operations Specialist Lacey Smith

BIO

Since joining Slagle Financial in 2015, Lacey has been an instrumental part of the team. As client operations specialist, she enjoys working directly with clients, helping them feel more confident and secure in their financial decisions and acting as a bridge to ensure seamless communication between clients and advisors.

Lacey studied business at the University of West Florida and holds insurance licenses in life and annuity. While pursuing an alternative career path, her curiosity about retirement planning and financial strategies remained in the background and eventually blossomed into a deeper understanding and a desire to return to the finance industry.

A native of Niceville, Florida, Lacey is the proud mother of two children, Zoey and Calvin, and has a spirited dog, Dewey. She cherishes spending time outdoors near the water and cooking in the kitchen.

fun facts

THING 1

Q: What’s your favorite hobby or pastime?
A: I love to cook! Trying new recipes and learning new skills.

THING 2

Q: What’s your favorite holiday tradition?
A: I love walking on the beach on Christmas Eve. It’s usually warm enough and it’s our Florida version of a white Christmas.

THING 3

Q: If you had to eat one food for the rest of your life, what would it be?
A: Pizza! There are so many variations.