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.

Clay H. Sorrick Jr., CLU®, ChFC®, MSFS

Financial Services Representative, Financial Advisor

Clay has been in the financial services industry as a sales associate, supervisor, and managing partner for more than 40 years. Clay is particularly known for his experience in the qualified retirement plan area, using his master’s degree for retirement plan design and funding. He has also been involved in the medical community as a member and chairman of a hospital board of directors and various committees. He was a board member of the Pikes Peak Humane Society and also a longtime supporter of Pikes Peak Community Foundation. He and his wife love to travel, play dominos, and spoil their four beautiful grandkids.

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 emphasis on encouraging young women to pursue a career in the financial service industry. She has two daughters, enjoy traveling, reading, and is an avid sports fan.

Katee M. Driscoll

Administrative Assistant

Katee has been a member of the team since 2013. She has a well-rounded set of skills and is an exceedingly valuable asset for our group and clients. She is quick with a smile and always willing to get the job done. Need to schedule an appointment, track down an advisor, or just have a problem to solve? She’s your go-to contact. Katee has been active in the community for many years as a youth sports manager. Notably, she was the Presidents Day Tournament Opening Ceremonies director for several years. She spends her days CrossFitting with her husband and hiking with their two dogs.