Broker Check
Monica E. Lacey, RFC™

Monica E. Lacey, RFC™

Founder & President

Monica E. Lacey, RFC, is the founder and president of Pegasus Wealth Strategies. Serving clients in areas of wealth management for over 30 years, Monica brings an exceptional level of knowledge, sophistication, and a wealth of experience to her firm.

Having earned her bachelor’s degree in business and finance from DePaul University in Chicago, Monica went on to work at the Mid America Exchange and the Mercantile Exchange in Chicago prior to creating her own firm. Holding Series 7, 63, and 65 securities registrations with LPL Financial, as well as various insurance licenses, Monica advanced her industry knowledge, having successfully completed all six courses in the CFP educational program.

Fascinated by the complexities of today’s markets, Monica uses her past professional experience to help her current clients manage their financial issues and attain a confident retirement. As an independent financial advisor and fiduciary by choice, Monica is held to a higher standard of care to her clients and has always believed in the "client first" philosophy.

Monica is an avid horse enthusiast, golfer, skier, and lover of all things outdoors. Monica splits her time doing business primarily in Illinois and Michigan where she enjoys living on her farm.

Check the background of investment professionals associated with this site on FINRA's BrokerCheck