Lacey Garcia founded BackOffice Resources in April 2020, so she could spend more time doing the tasks she enjoyed doing, which incidentally are the tasks many advisors would rather not do themselves. She has over 15 years of experience working in operations for RIA firms. She has experience in client operations, compliance, and business operations. She has worked with many different client relationship managers, portfolio management systems, financial planning software, and document sharing systems.
Lacey holds a Bachelor of Science degree in Human Development and Family Studies and a Master of Science degree in Personal Financial Planning from Texas Tech University. She has a Master’s Certificate in Financial Therapy from Kansas State University. Lacey is also a CERTIFIED FINANCIAL PLANNER™ professional.
Lacey is an active member of the Dallas-Ft. Worth Financial Planning Association Chapter. She served as the Special Events Director for two years and is currently serving as the Education Director. She is also active in her church and is the Chair for the budget, finance, and administration committee.
Lacey also has a passion for helping others. She is often called upon to act as a speaker and panelist at industry events, such as the Dallas Estate Planning Council Young Professionals.
In her spare time, she enjoys reading, especially Stephen King books, Pilates, and spending time with her husband, Sergio.