Lacy Phelps, a new Financial Advisor in the Delaware River Towns, was recently appointed Treasurer of the Frenchtown Business and Professional Association, a non-profit dedicated to the economic, aesthetic
and cultural growth of Frenchtown and the surrounding Delaware River Valley.
Lacy brings a wealth of knowledge with an MBA in Finance and more than 8 years of experience in the Financial Services industry. Lacy works with individuals and small businesses in an intimate, one-on-one environment with the support of thousands behind the scene. She has an established process to determine what’s important to you and partners for the long-term to help you reach your financial goals.
Lacy also holds a coffee club the first Friday of every month at 8am at the Bridge Café in Frenchtown. The next one is March 3rd. “In today’s political and economic environment, many of our neighbors have similar financial questions and concerns,” Lacy explains. The monthly coffee club is an informal forum to discuss these concerns, along with current events and the economy.