Working together for over 20 years, with more than 40 years of combined planning experience, our multigenerational team focuses on exceptional customer 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, CFP®, ChFC®
Financial Advisor, Owner
Lacey has been advising and guiding her clients since 2003. She achieved the Certified Financial Planner(tm) and Chartered Financial Consultant designations in 2009, expanding her experience 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 Past President of the Colorado Springs Estate Planning Council and served 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 with her husband and playing with their three wonderful dogs. In 2018 she was recognized by Forbes' Top 1000 Next Generation Wealth Advisors. In 2019, & 2022 she was recognized by Forbes for Top Next Generation Wealth Advisor Best In State.
2018 Forbes’ Top 1,000 Next Generation Wealth Advisors created by SHOOK Research. Presented in July 2018. 5,832 advisors were considered, and 1,000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit https://www.forbes.com/sites/rjshook/2018/07/25/methodology-forbes-top-1000-next-gen-wealth-advisors/?sh=4c0a9dd56e68 for more award information.
2022, 2019 Forbes Top Next-Gen Wealth Advisors Best in State, created by SHOOK Research. The 2022 award was presented in Aug 2022 based on data gathered from March 2021 to March 2022. 3,513 Advisors were considered, 1000 Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit https://www.forbes.com/top-next-gen-advisors for more award information. Advisors were recognized. Advisors pay a fee to hold out marketing materials. Not indicative of advisor’s future performance. Your experience may vary. Visit https://www.forbes.com/sites/rjshook/2018/07/25/methodology-forbes-top-1000-next-gen-wealth-advisors/?sh=4c0a9dd56e68 for more award information.
Tracy D. Thornlow
Financial Advisor, Owner
Tracy started in the financial services industry in 1998 and has been working in the Colorado Springs community for 21 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 joined our team in March 2021. She brings years of customer service experience 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 volleyball games.
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 is currently finishing up his CFP® designation. He broadcasts hockey games for the Colorado Rampage and enjoys attending local sports with his wife and hiking with their dog.
Registered Assistant to Tracy Thornlow
Sam has worked in the financial industry for over six years. She worked for a fortune 500 company as a financial service representative for employer sponsored retirement accounts as well as a brokerage trading associate for individual investors, before joining Legacy Wealth Planners in 2021. Sam has acquired her series 6, 63, series 7, and Life & Health registrations. She is currently working on getting her CFP® and ChFC® designations. Sam finds a passion and purpose in her volunteer work. She has participated in multiple trail and restoration projects with Rocky Mountain Field Institute. Sam enjoys rock climbing, snowboarding, and adventuring outside in her free time.