Lacey has been integral in creating office efficiency and technology conversions to better serve our clients. Her daily responsibilities include account administration and service communications for clients and various custodians while specializing in client service for 401k plans. Her responsibilities also include daily office administration.
Lacey graduated from the University of Southern Mississippi in 2005 with a Bachelor’s in business administration with an emphasis in finance. Her work history includes Loan Administration for a non-profit student loan company for five years before becoming the Senior Bookkeeper for a Chapter 13 Trustee’s office for three years. She has worked with Charles Marion since 2013.
She currently lives in Madison, Mississippi, with her husband Jonas, two daughters, Juliet and Alice, and corgi, Leni.
- Bachelor of Science, Business Administration (emphasis in Finance), University of Southern Mississippi (2005)