Quantum Financial Planning Services, Inc.

CONNECT

Address:

1212 N Washington St., STE 220
Spokane, WA 99201

Phone:

509-328-6653

Fax/Other:

509-328-1469

Lacey Phelan

Lacey Phelan

Director of First Impressions

Lacey Phelan, Director of First Impressions, loves making clients feel at home when they walk into our office. She is also usually the person behind the delicious smell of homebaked cookies when you arrive! She joined the Quantum Team in January of 2013. In addition to greeting clients when they call and visit the office, Lacey keeps our office running smoothly, is part of our paperwork processing team and handles a large portion of compliance-related responsibilities. She also helps with the prep work and follow up tasks for client meetings, and the management of electronic files and data.

Lacey graduated from Eastern Washington University in 2010 with a BA in English & Literature and a minor in History. Although she grew up in a variety of towns on the west side of Washington, she has lived in Spokane since 2004. In her free time she enjoys hunting with her husband, Chris, as well as cooking and quilting.

Phone 509-328-6653
Fax 509-328-1469
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck