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Lacey Brundige

Financial Advisor Assistant

About Lacey

Lacey is a Financial Advisor Assistant at Summitry. Before joining Summitry full-time, Lacey earned a Bachelors of Science in Finance with a double minor in Real Estate and Marketing from Santa Clara University. She was involved in various professional organizations on campus as well. She previously interned at Wealthspire Advisors in the summer of 2025, where she supported the advisory team and gained exposure to the responsibilities of a financial advisor.

Lacey grew up in the Seattle area but after attending college in the Bay Area she knew she wanted to start her career here. She enjoys going to the beach, taking day trips, and exploring local trails in the Bay Area sunshine.

Q & A

What drew you to the Bay Area?

Being from Seattle, the weather was a huge component of what drew me to the Bay Area for college initially. The sunshine to me is an instant mood booster and always gives you the ability to get active outside!
If you volunteer for a charity, which one(s) and why?

When I’m home/growing up I would volunteer at the Seattle Buddhist Church and different Japanese American events hosted by them. To me it is important to give back and support Asian American communities as they continue to preserve history and tradition for newer generations.
What are your favorite pursuits outside of work?

I really enjoy going to workout classes. Some of my favorites are Barry’s and Bodyrock. I also enjoy going on walks with friends and exploring new food places/cafes.