Lacey Jordan, CFP®, ChFC®

Lacey has been advising and guiding local physicians, families, and small business owners since 2003. She achieved the CERTIFIED FINANCIAL PLANNER® 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 evaluate 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 2019 and 2022, she was recognized by Forbes as a "Top Next Generation Wealth Advisor Best-In-State".  She has also made Forbes "Top Women Wealth Advisors Best-in-State" list in 2023, 2024, and 2025. Lacey is on the Forbes "Best-In-State Wealth Advisors" list for 2025. 

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. 

2023-2024 Forbes Top Women Best-In-State Wealth Advisors, created by SHOOK Research. Presented in February 2025 based on data gathered from September 2023 to September 2024. 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.

April 2025, Lacey Jordan was named 2025 Forbes Best In State Wealth Advisors, created by SHOOK Research. The 2025 award was presented in April 2025 based on data gathered from June 2023 to June 2024. Nearly 45,000 advisors were considered, 9,722 advisors were recognized. No compensation was provided to Shook Research to obtain inclusion on the list, but there is a licensing fee to utilize the Forbes logo in marketing materials. Not indicative of advisor’s future performance. Your experience may vary. For more information, visit https://tinyurl.com/uvaujs2t.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER® AND CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc. which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.