Client Services Assistant
Lacey manages firm operations at Southwest Investment Advisors. Her primary duties include assisting clients, supporting advisors, processing paperwork and working with the firm’s back-office team at LPL Financial.
Lacey joined the firm in 2007 and has been serving in her current role since 2012. Her past experience includes working at a pet store, which has fueled her love of animals.
Lacey and her husband, Dustin, have two small children and two dogs, Tebow and Ellie. Outside of the office, Lacey enjoys riding horses, traveling, spending time outdoors and listening to her dad, Robert Wright, play the banjo.