Dacey joined Heritage Financial Services in October of 2020. As an assistant to Tim Brungardt, Dacey processes the applications for life insurance, long term care, disability, investment and IRA’s. Dacey prepares documents for both the advisor and clients. She manages and updates client accounts and ensures client requests are processed in a timely manner.
Dacey grew up in Crofton, Nebraska, and now lives in Norfolk. She enjoys spending as much time with her family as possible.