Justin Lacy
Financial Planner
I believe true planning—whether for retirement or succession—requires a holistic approach that aligns values, goals, and legacy. With 25 years of experience working with a Fortune 500 company, business owners, and their management teams, I focus on developing comprehensive and personalized strategies designed to help clients pursue their financial objectives throughout life’s stages.
Licensing
Insurance: TN, GA, KY, FL, SC, WI, MN
Securities: TN, GA, KY, FL, WI, MN
