Lacy has been in the financial industry for 5 years.
She provides administrative and operational support for Ruba Financial Advisors, LLC., working one on one with the advisors to achieve the ultimate client satisfaction. Tasks including answering in-bound calls, preparing new account and service paperwork, managing multiple computer systems in a paperwork-intensive environment, providing customer service both in person and over the phone, facilitating and resolving client service requests, scheduling client meetings, generating and mailing correspondence, and completing other administrative tasks as assigned.
Lacy enjoys working in an environment where you can learn new skills, help people, and make a significant contribution to the community around her.
In her free time, she enjoys time with her family, hiking and exploring local trails and state parks, and serving in her church.