Lacey Jordan, CFP®, ChFC®

Lacey Jordan, CFP®, ChFC®

Senior Financial Advisor

Lacey has been advising and guiding local physicians, families, and small business owners since 2003. She achieved the CERTIFIED FINANCIAL PLANNERTM professional and Chartered Financial Consultant® designations in 2009, expanding her experience and breadth of knowledge to better serve her clients. Her holistic approach to financial planning helps you answer the questions that keep you up at night. "Will I have enough money when I retire?" or "What will happen if I pass away or am disabled?" Lacey and her team work to simplify your life and create financial confidence.

In 2023 Legacy Wealth Planners (co-owned and founded by Lacey Jordan and Tracy Thornlow) joined Summit Wealth Group as their 10th financial office and the second location in Colorado Springs. 

She is an active member of the Colorado Springs community. She is a member and past president of the Colorado Springs Estate Planning Council and served on the El Paso County Citizen Outreach Group. She previously served on the El Paso County Budget Oversight Committee and both the PPLD Capital Campaign and Development committees.  She enjoys the outdoors, traveling, CC hockey, wine, supporting local eateries with her husband, and playing with their three wonderful dogs. In 2018, she was recognized by Forbes Top 1000 Next Generation Wealth Advsisors.  In 2019 and 2022, she was recognized by Forbes as Top Next Generation Wealth Advisor Best In State.  She has also made Forbes' "Top Women Wealth Advisors Best-in-State" list in 2023 and 2024.

2018 Forbes Top 1,000 Next Generation Wealth Advisors, created by SHOOK Research. Presented in July 2018. 5,832 advisors were considered, and 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors' future performance. Your experience may vary. Click here for more award information. 

2022, 2019 Forbes Top Next-Gen Wealth Advisors Best in State, created by SHOOK Research. The 2022 award was presented in August 2022 based on data gathered from March 2021 to March 2022. 3,513 Advisors were considered and 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisors' future performance. Your experience may vary. Click here for more award information. 

2024, 2023 Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research. Presented in February 2024 based on data gathered from September 2022 to September 2023. 10,805 advisors were considered, 1,991 advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Click here for more award information.