MIKE LACY

Michael Lacy is a financial advisor who helps people to develop and achieve their financial goals. He has a passion for helping his clients move from uncertainty to confidence with their money and prides himself on his ability to simplify complex situations by leveraging effective strategies. A Certified Financial Planner with over 15 years of experience, Michael holds himself to the fiduciary standard of care and has an in-depth knowledge of all areas related to finance that will affect your life, including wealth management, investment allocation, taxation, retirement income, and estate planning. He specializes in helping people to prepare for retirement. In the same way that you flip on a light switch and know that the light will come on, he wants his clients to know that they will reach their financial goals without having to give a second to worry. His favorite part of the job is hearing clients say, “I feel so much better,” after taking the steps to get a financial plan in place.

Before joining the team at Alloy Wealth, Michael served as a Private Client Advisor with JP Morgan. He holds a master’s degree in Personal Financial Planning from the College for Financial Planning and a bachelor’s degree from Southwestern Assemblies of God University. 

Out of the office, Michael serves on the board of Red Roots Ministries, a missionary organization serving communities in Bolivia. Together with his wife, Alexander, they have a six-year-old daughter and a three-year-old son. When not in the office, Michael can be found spending time with his family, cooking, playing golf, and honing his dad-joke skills.