Lacey Jordan Recognized by Forbes Top Women Wealth Advisors Best-In-State List for 2025

Colorado Springs, Colorado (March 2025) Summit Wealth Group, a provider of financial services with locations in five different states, announced that Lacey Jordan has been named to the Forbes list of Top Women Wealth Advisors Best-In-State for the third consecutive year.

"Being named among the Forbes Top Women Wealth Advisors is an incredible honor, but it is not just a personal achievement—it reflects the trust and collaboration my team and I share with my clients. This recognition drives me to continue empowering others to achieve their financial goals to a better, more secure future. Together, we're building lasting legacies, and I'm grateful to be part of their journey."

According to Forbes, a leading financial publication, the ranking reflects women who have a minimum of seven years of experience showcasing best practices, service models, compliance records, and revenue data trends & assets under management. Forbes advisor rankings are focused on advisors who lead by offering best practices and high-quality experiences for clients.

2025 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in 02/2025; based on data gathered from 09/2023-09/2024. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://www.forbes.com/sites/rjshook/2025/02/11/methodology-americas-top-women-wealth-advisors-2025/