CPA, Wealth Advisor, Review Manager
Lacey joined the firm in January 2013 as an accountant. She is licensed as a CPA, a licensed securities* advisor, currently affiliated with Avantax Investment ServicesSM, and holds an insurance license. She prepares income tax returns and assists in compilation and reviewed financial statements. Lacey is a member of the American Institute of Certified Public Accountants and the Oklahoma Society of Certified Public Accountants. She was recognized as a 2018 Trailblazer by the Oklahoma Society of CPA’s as one of the top 20 new CPA’s in Oklahoma in 2018.
Lacey earned a Master’s degree in Business Administration from Cameron University in December 2019 and graduated Summa Cum Laude from Cameron University in May 2013 with a Bachelor of Accounting and an Associate Degree in Science – Business.
In her free time, she enjoys spending time with her husband, Tony, children Anthony and Sierra, extended family, and her fur babies (pit bulls). Lacey also enjoys running and achieved a major goal in November 2018 when she completed her first full marathon. She has run several other full marathons and many half marathons since and has a goal to run a full and a half marathon in every state. Lacey has also recently begun teaching part time as an adjunct professor at Cameron University.
A quote she has learned to live by: “Never give up on a dream just because of the time it will take to accomplish it. The time will pass anyway” – Earl Nightingale