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).
Q&A
If I won the lottery tomorrow, I’d start an animal rescue. And you know, keep working here.
I would love to have a ton of land and be able to rescue all types of animals!
What are you most proud of?
I am most proud of my children. They are growing up to be the best little humans I could have ever asked for!
What is your favorite color?
Pink. Everything I own is pink. I will admit, sometimes I might go a tad overboard. My daughter also loves pink, so we have a TON of pink things in our house.
Accreditations
Financial Paraplanner Qualified Professional FPQP™
Charity
Pet Allies Clinic
Articles
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