Sean Lacey joined Waverly Advisors in 2024 and works with individuals, families, and business owners to develop thoughtful wealth management strategies aligned with their long-term goals, priorities, and values.
Sean brings a broad and well-rounded background in financial services. He began his career in retail banking, helping clients navigate everyday financial decisions and build a strong financial foundation. He later specialized in employer-sponsored retirement plans, advising both plan sponsors and participants on 401(k) strategies and retirement plan solutions. Sean then worked in the investment distribution space, partnering with registered investment advisors and defined contribution specialists before transitioning fully into private wealth management.
Today, Sean focuses on helping clients navigate increasingly complex financial decisions through comprehensive financial planning, investment management, retirement planning, tax-aware strategies, and estate planning coordination. He is known for taking the time to understand each client’s goals, concerns, and vision for the future while building long-term relationships grounded in trust, communication, and personalized guidance.
Sean believes wealth management should help bring clarity and coordination to every aspect of a client’s financial life. Beyond investment management, he works to help clients make informed decisions, simplify complexity, and align their financial resources with the people, priorities, and experiences that matter most to them.
Outside of the office, Sean enjoys spending time with his wife, Brittanie, and their three children, Everett, Scarlett, and Marren. As a family, they enjoy exploring Colorado’s state parks, visiting zoos, fishing, and spending time outdoors together.
