portrait of Lacy A Senate

About Lacy

As an Edward Jones financial advisor, I value personal relationships based on a deep understanding of my clients' unique financial needs. I work with clients to develop a solutions-based approach tailored to their individual goals and strive to provide exceptional service. I am able to assist with your retirement savings strategy, so you have more options when you retire, as well as your income distribution strategy in retirement. Whether you need to save for a child's or grandchild's college education, reduce taxes or plan for retirement, I am able to help you and your family with these needs.

I began my...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Intergenerational Planning
  • Portfolio Reviews
  • Military Professionals & Veterans
  • Wealth Strategies

Work History

  • Edward JonesOctober 2006 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Simpson UniversityBachelor of Business Admin

Team Members

  • Jodi Quesada
    Sr. Branch Office Administrator

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