Lacey Rogers, FPQP®

Client Services Assistant

Lacey is part of the operations team at Southwest Investment advisors.  Her primary duties include assisting clients, supporting advisors, processing paperwork, and working with the firm’s back office at LPL Financial. 

Lacey joined the firm in 2007, right out of high school.  Her past experience includes working at a pet store, which has fueled her love of animals. 

Lacey has earned her Financial Paraplanner Qualified Professional FPQP™ designation.

Lacey and her husband Dustin have two children and 4 dogs (and counting). Outside of the office, Lacey enjoys riding horses, going camping with her family and dogs, spending time outdoors, and listening to her dad, Rob Wright, play his music (mainly the banjo).

Southwest Investment Advisors