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Financial Finesse Welcomes Todd Lacey as President

In a significant move aimed at propelling its growth, Financial Finesse, renowned as the largest independent provider of unbiased financial coaching in the United States, has appointed Todd Lacey as its new President. September 2025 marked this exciting appointment, emphasizing the company's commitment to meeting the increasing demand for personalized financial coaching solutions. Todd Lacey, who brings nearly three decades of experience in leading high-growth companies, is expected to play a pivotal role in this next phase of expansion.

A Leader with Proven Expertise

Todd Lacey is not new to the financial landscape, having held various strategic positions throughout his career. Most notably, he served as the Chief Revenue Officer at Stadion Money Management and was the Executive Vice President of Investments and Retirement Strategy at Transamerica. He is also the founder of the (k)larity Group, which showcases his knack for business development, scaling operations, and leading driven teams. Lacey’s vast experience and proven successes align seamlessly with Financial Finesse’s mission to provide exceptional financial coaching that scratches the surface of potential.

Acknowledging the Growing Need

In the modern workplace, the emphasis on financial wellness for employees has surged. Liz Davidson, the founder and CEO of Financial Finesse, has noted the surge in organic growth and demand for independent financial coaching. “It’s an exciting inflection point for Financial Finesse; we are witnessing record levels of growth aligned with an increasing market realization of the importance of financial wellness as an employee benefit,” said Davidson. The company has dedicated its resources to discovering a leader with the rare blend of skills needed to navigate this evolving landscape effectively, discovering it in Lacey.

Justice for the Workforce

Lacey’s ascendance into his new role comes at a crucial juncture, where the intersection of technology and personalized financial coaching is crucial in optimizing employee engagement. In 2024 and 2025 alone, Financial Finesse received ten fintech and AI awards recognizing its innovative virtual financial coach, Aimee. Through advanced solutions, the firm is positioned to meet the growing demands of employees seeking unbiased financial guidance tailored to their needs.

Upon his appointment, Lacey stated, “Joining Financial Finesse is a thrilling opportunity. The innovative work being done to integrate technology with financial coaching can truly transform financial wellness offerings for employees. I am keen to steer the direction of growth while enhancing our services.”

Empowering Leadership for Future Innovations

Lacey's new position allows CEO Liz Davidson to redirect her focus towards the broader strategic direction of Financial Finesse. Davidson, credited as a pioneer of the financial wellness sector, has indicated her excitement to return to her entrepreneurial roots. With thoughts about the impending expansions, she stated, “It’s astonishing to think we’ve been operating for 26 years, and yet we’re just beginning to uncover our full potential.” Integrating both human and AI elements in their financial coaching, she sees the platform enhancing user experiences uniquely tailored to individual needs.

The Road Ahead

Imagine having a financial coach available for every decision along the path to financial security, harmonizing seamlessly with employer-designated financial advisors as necessary. Through Todd Lacey’s leadership, Financial Finesse aims not just for financial transformation at an individual level but is focused on extending its reach to significantly facilitate financial well-being within the global workforce.

As the company continues its endeavors in driving growth, expanding its influence across various organizations, and enhancing the features of its innovative financial wellness programs, the appointment of Todd Lacey as President represents a new chapter filled with optimism and ambition. With a promise of continued dedication to providing next-level financial coaching, Financial Finesse is setting the stage for a stronger, more financially secure workforce.

About Financial Finesse

Since its inception in 1999, Financial Finesse has emerged as the leading independent provider of unbiased workplace financial wellness coaching programs. The organization collaborates with tens of thousands of firms, empowering employees to attain financial security and facilitating improvements in organizational performance. Its award-winning programs are uniquely available at no cost to employees as an employer-sponsored benefit. With ongoing personalized coaching from certified financial planners, AI-powered assistance, workshops, webcasts, and educational content, Financial Finesse has helped millions of employees enhance their financial lives. To find out more about the innovations Financial Finesse offers, visit www.financialfinesse.com.