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Lacey Jordan, CFP®, ChFC®, WFA®

Lacey Jordan, CFP®, ChFC®, WFA®

Senior Financial Advisor, Vice President

719-623-3550

ljordan@summitwealthgroup.com

Lacey has advised physicians, successful business owners, and affluent families with complex financial lives since 2003. She brings a comprehensive, relationship-driven approach to helping clients make informed decisions across the issues that matter most: building and preserving wealth, preparing for retirement, navigating liquidity events, protecting against unexpected risks, and creating a lasting legacy. In addition to earning her CERTIFIED FINANCIAL PLANNER® certification and Chartered Financial Consultant® designation in 2009, Lacey has continued to expand the depth and breadth of her planning expertise by becoming a certified Whole Family Advisor®. She is passionate about serving as a resource not only for first-generation clients, but for their families as a whole, helping support thoughtful financial decision-making across generations. Lacey and her team simplify financial complexity, coordinate the many moving parts of their clients’ financial lives, and provide the clarity and confidence needed to make meaningful decisions through every stage of life.  
   
Since 2025, Lacey has also served on the Summit Wealth Group Board of Directors, contributing her perspective and leadership to the firm’s strategic direction and commitment to client service. Lacey is deeply engaged in the Colorado Springs community. She is a member and past president of the Colorado Springs Estate Planning Council and has served on the El Paso County Citizen Outreach Group, the El Paso County Budget Oversight Committee, and the Pikes Peak Library District Capital Campaign and Development Committees.  
   
Forbes has recognized her work. She was named to the Forbes Top 1,000 Next Generation Wealth Advisors list in 2018; the Forbes Top Next-Generation Wealth Advisors Best-in-State list in 2019 and 2022; the Forbes Top Women Wealth Advisors Best-in-State list in 2023, 2024, and 2025; and the Forbes Best-in-State Wealth Advisors list in 2025.  
   
Her family also spends part of each year in coastal North Carolina, where she works remotely while embracing the coastal lifestyle, including, of course, daily walks on the beach with their Labradors in search of shark teeth. 
 
 
 

2018, Forbes Top 1,000 Next Generation Wealth Advisors, created by SHOOK Research. The 2018 award was presented July 2022 based on an algorithm of qualitative and quantitative data, rating thousands of individuals with a minimum of four years relevant experience and acceptable compliance records. 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 advisors' future performance. Your experience may vary. The full methodology can be found on: https://www.forbes.com/sites/rjshook/2018/07/25/methodology-forbes-top-1000-next-gen-wealth-advisors/   

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. 

2023-2025, Forbes Top Women Best-in-State Wealth Advisors, created by SHOOK Research is based on an algorithm of qualitative data, learned through surveys and interviews conducted by telephone, in-person and virtually to evaluate best practices, such as service models, investing models and compliance records as well as quantitative data, such as revenue trends and assets under management.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. Criteria may not be directly related to the quality of investment advice provided. 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.

Contact

Toll-Free: 877-320-0379

Office: 719-633-4033

Fax: 719-633-4438

13710 Struthers Road

Suite 115

Colorado Springs, CO 80921

info@summitwealthgroup.com

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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.