Kacy is a Wealth Advisor at Meadow Creek and brings over 13 years of experience to the team. She provides comprehensive financial planning and wealth management to successful individuals and families seeking a proactive, thoughtful approach to their financial lives. Her clients often include business owners balancing personal and company finances, individuals navigating significant life transitions, and families managing rapid income and expense growth.
Kacy believes great financial planning begins with listening. She takes the time to understand each client’s goals, concerns, and family dynamics, then develops a thoughtful, integrated plan addressing investments, cash flow, tax strategy, risk management, and long-term legacy and estate planning. Her role is not simply to manage money, but to serve as a steady, trusted partner as life evolves.
Before becoming a Wealth Advisor, Kacy began her career as a Certified Public Accountant at Grant Thornton and later led a digital investing product team at SunTrust/Truist. Most recently, she worked in the Multi-Family Office at Balentine, where she was responsible for delivering holistic wealth management to the firm’s most complex families. This experience informs her approach today—detail-oriented, modern, and highly personalized.
Kacy earned a Master of Science in Accounting and a Bachelor of Science in Management Consulting from Tulane University and holds the Certified Trust and Financial Advisor® designation.
Kacy and her husband, Harris, have three daughters and are active members of First Presbyterian Church of Atlanta and the Piedmont Driving Club. Outside of work, she enjoys racquet sports, golf, travel, and spending time with friends and family.
