The Summit Colorado Springs, CO branch, formerly known as Legacy Wealth Planners has been serving clients since 2002 in both the Greater Colorado Springs area and across the country. This all female branch specializes in guiding small business owners and local physicians who are looking for clarity in their financial situation. Through our holistic approach to financial planning, we help clients achieve confidence in their decision making, which leads to ultimate financial contentment.
Lacey is a CERTIFIED FINANCIAL PLANNER™ Professional (CFP®) and Senior Financial Advisor in our Colorado Springs branch. Lacey has been advising and guiding local physicians, families, and small business owners since 2003. She specializes in working with physicians in Southern Colorado and their practices. Her holistic approach to financial planning helps you answer the questions that keep you up at night.
Tracy is a Senior Financial Advisor in our Colorado Springs branch. She began her career in the financial services industry in 2002 and joined Summit Wealth Group in 2023. Her passion is helping clients achieve their goals, such as educating their children, retiring early, and creating a legacy.
Senior Financial Advisor
Registered Financial Assistant
Director of First Impressions
Office location: 2510 N. Cascade Avenue, Suite 120, Colorado Springs, CO 80907
If you are new to Summit Wealth Group, we are confident we can bring contentment to you on your financial journey and confidence in your financial decision-making. Getting started is easy: