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Jackie Lacey

Client Relations


Jackie began working with Mark in 1999 at Xerox Federal Credit Union.  She has been instrumental in the firm's growth and in preparing the next generation.  Want to learn more? Give Jackie a call!


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Rooted in California. With You Across the Nation

Proudly Serving Our Community

For nearly four decades, we’ve been honored to serve our clients—and give back to the community that’s supported us. A portion of our revenue goes directly to local events, fundraisers, and causes that strengthen the place we’re proud to call home.

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Jackie

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