Financial Planner

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Phone: 863-940-0000
Fax: 863-877-1223

Address:
65 Lake Morton Dr.
Lakeland, FL 33801
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Kacie is a Financial Planner in the Central Florida office of Larson Financial Group. Since joining the firm in 2013, she has been helping physicians translate their goals into actionable items aimed at their retirement. Prior to coming to LFG, she worked in the retirement plan sector, helping clients understand the rules and regulations of 403(b) plans and the implementation and processing of such plans.

Kacie holds a bachelor’s degree in Accounting from Florida Southern College. While in college, she was the President of Toastmasters International, a leadership and public speaking club, which fosters and encourages future leaders to speak well in meetings or groups.

She lives in Lakeland, FL and in her free time she loves to read British authors from centuries past, write in her journal until her hand is sore and take hundreds of photos on travel adventures. She also regularly volunteers at her church’s bookstore, which donates all profits to various missions.

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