Associate Wealth Advisor

Dani Lacey

Dani Lacey brings several years of customer service and financial industry experience to her role as an Associate Wealth Advisor (AWA) at Buckingham Strategic Wealth. She enjoys working closely with clients to learn about their goals and then create a holistic financial plan to help them reach their goals.

Before joining Buckingham in 2019, Dani worked at investment firm T. Rowe Price, managing the operations of large-market retirement plans and providing retirement financial education to participants. She earned a bachelor’s degree in communication from the University of Colorado at Colorado Springs and is pursuing a master’s degree in finance.

When she’s not working, Dani enjoys cooking, reading, hiking, and spending time with her husband and two young sons.

Contact Dani

Let's look at the big picture, together.