Fiduciary Financial Group
Tax Manager

Lacey Mortensen

Lacey Mortensen

Lacey graduated from Sonoma State University in 2017 and joined FFG shortly after. She wears many hats at the firm, assisting with tax return preparation, tax planning, stock option planning, financial planning operations, and estate planning.

Passionate about building strong client relationships, she understands the value of communication and goal-setting, and has implemented technologies and processes that maximize clients' convenience and security.

Designations
  • BS Business Administration, concentration in Finance — Summa Cum Laude, Sonoma State University

To discuss your investments & wealth management requirements, or to learn about our services.

Get in touch with us