Lacey Mortensen

Senior Accountant

Lacey Mortensen


BS Business Administration, concentration in Finance – Summa Cum Laude, Sonoma State University


My Chihuahua Mix Dog – Sophie
Bay Area Sports Teams
Animal Rights


Lacey graduated from Sonoma State in 2017 and joined our team shortly after. She wears many hats in the firm, assisting in tax return preparation, tax planning, stock option planning, financial planning operations and estate planning. Passionate in building strong client relationships, Lacey understands the value of communication and goal building with clients. She has implemented cutting-edge technologies and processes that maximize our client’s convenience and security.

Core Beliefs in Serving Clients

Having integrity and treating everyone with respect

Making the industry’s complex language user-friendly for clients

Contact Info


Phone: 415-352-1100

Primary Location: San Rafael