Ashlee Lacy

Ashlee Lacy

Office Administrator

Ambitious and outgoing, Ashlee seeks adventure in everything!  A recent convert to the Financial Services industry Ashlee is finding the challenge to learn and serve clients supports her desire to contribute, engage and make a difference. Her experience in the medical field has well prepared her for interacting with clients about their financial health in the same way as supporting a patient’s medical health. Skilled in administrative processes to streamline efficiency and in fostering strong professional relationships within and outside the organization, Ashlee is a strong team player. Client Relationship experience since 2004.