Our Team

Our Team

Working together for over 15 years, with more than 75 years of combined planning experience, our multigenerational team focuses on exceptional service. We are the primary resource for all of our clients’ financial needs, focusing on personal and business planning, insurance, investments, estate conservation strategies, and charitable giving for Southern Colorado physicians and their practices. We establish a plan of action to solve current needs and plan for future goals, removing the stress of the unknown and allowing our clients to focus their time and energy on activities they love.

Lacey Jordan (formerly Fugleberg), CFP®, ChFC®

Financial Services Representative, Financial Advisor

Lacey has been advising and guiding her clients since 2003.  She achieved the CERTIFIED FINANCIAL PLANNER™ certification and Chartered Financial Consultant® designation in 2009, expanding her expertise and breadth of knowledge to better serve the group’s clients.  She is an active member of the Colorado Springs community.  She is a member and President of the Colo Springs Estate Planning Council and serves on the El Paso County Citizen Outreach Group.  She previously served on the El Paso County Budget Oversight Committee and both the PPLD Capital Campaign and Development committees.  She enjoys the outdoors, traveling, CC hockey, wine, supporting local eateries, and playing with her three wonderful dogs.

Tracy D. Thornlow

Financial Services Representative, Financial Advisor

Tracy started in the financial services industry in 1998 and has been working in the Colorado Springs community for 16 years. Her client-centric approach is a reflection of her belief that her success depends on the success of her clients.  She is a member of NAIFA and is currently pursuing her CFP® designation. She is actively involved in the local community with an emphasis on encouraging young women to pursue a career in the financial service industry. She has two daughters, enjoys traveling, reading, and is an avid sports fan.

Tina Silva

Administrative Assistant

Tina is new to our team starting in March 2021. She brings years of customer service and a philosophy of making sure people are treated right and their questions have been answered. In her spare time she enjoys spending time with her family and attending many of her daughter's sporting events.

David Cunliffe

Registered Assistant to Lacey Jordan

David started in financial services in 2016.  His experience working for large banks and financial institutions has taught him how to communicate complicated concepts clearly and to manage our clients' experience. He completed his Life and Health (LAH) Insurance License and intends to pursue a CFP® certification. He currently coaches in the AAA hockey program with CSAHA. He enjoys attending local sports with his fiance and hiking with their dogs.

Samrawit Belew

Registered Assistant to Tracy Thornlow

Sam has worked in the Financial industry since 2016. She has experience working with Brokerage, 401K, and IRA accounts at fortune 500 company. Sam has acquired her series 6, 63 and series 7 registrations. She is currently working on obtaining her license in Life and health insurance. Sam finds a passion and purpose in her volunteer work. she has participated in multiple trail and restoration projects with Rocky Mountain Field Institute. In her free time, Sam enjoys rock climbing, snowboarding, and adventuring outside.