Our Associates

Mike Lacey

AIF
2441 Warrenville Rd, Suite 300,
Lisle, IL 6053

Mike Lacey is a Senior Partner and brings over 20 years of experience in the insurance and financial services industry. Mike attributes his success to being committed in maintaining the focus, discipline and motivation to impact the financial and emotional quality of life of the clients we serve. 

Mike is a graduate of Loyola University Chicago, where he earned a degree in Business Administration and a minor in Economics. Passionate about serving our clients, Mike specializes in helping individuals, families, closely held businesses and corporate clients create financial security. He leverages his expertise in providing strategies within Financial Planning, Protection and Retirement Income Planning, Wealth Management and Investment Strategies, along with providing solutions for Employee and Executive benefits. Mike is the proud recipient of the AIF designation, which is the prestigious Accredited Investment Fiduciary. 

Mike believes in giving back to both the community and the industry. He participates in various youth sports organizations, along with helping youth and families through his work with community groups. Mike is a past Board Member with Bear Necessities Pediatric Cancer Foundation, past Board Member of CASA Dupage and gives time and energy towards Lurie Children’s Hospital, Teen Living Program, Junior Achievement and Feed My Starving Children. Industry focused, Mike is a past Board Member of the National Association of Insurance and Financial Advisors (NAIFA) Chicago Region and a member of FINSECA International. 

At the forefront of Mike’s personal life are his wife Richelle and three children. 

Main areas of Focus
  • Financial Planning
  • Wealth Management
  • Protection Planning
  • Retirement Income Planning
  • Investment Strategies 
19+Years Experience
A man with short brown hair, wearing a blue plaid blazer over a dark shirt, smiles at the camera against a blurred indoor background.

Education

Loyola University Chicago
Business Administration, Economics

Licenses

Series 6, Series 7, Series 63, Series 65, SIE
CA Insurance License #0F41847

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