ABOUT US
At Unified Wealth, we believe that everyone should have the opportunity to control their retirement savings and invest in what they know and believe in.
That's why we offer self-directed retirement accounts that allow clients to invest in a wide range of alternative assets, including real estate, private equity, precious metals, and more.
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Our self-directed retirement accounts are designed to provide clients with the flexibility and control they need to create a customized retirement portfolio that aligns with their individual financial goals and values.
Whether you are looking to diversify your retirement savings or invest in alternative assets that you are passionate about, our team is here to help.
OUR TEAM
Welcome to our team of retirement and insurance experts! We are a group of dedicated professionals who are committed to helping our clients achieve their long-term financial goals and using self-directed retirement accounts and insurance products.
LACIE GREENIG
Co-Founder, Director of Operations
Meet our Co-Founder and Director of Operations, Lacie Greenig! As the Director of Operations, Lacie oversees all aspects of business operations, from client onboarding and customer service, to marketing and project management.
She possesses a keen understanding of the regulatory landscape and is adept at ensuring compliance while fostering an environment of innovation and adaptability. Beyond her operational expertise, Lacie is known for her ability to analyze complex situations, identify opportunities for improvement, and implement effective solutions.
Prior to the inception of Unified Wealth, Lacie has been involved in the real estate investment space for ten years, and has helped develop operations for businesses for the past seven years. In addition to her role as the Director of Operations, Lacie is also a Licensed Insurance Agent and specializes in providing annuity products tailored to her client's long-term retirement goals.
Justin is a dynamic entrepreneur who embarked on his business journey from an early age, showcasing an innate knack for innovation and strategic thinking. His early ventures not only solidified his financial acumen but also laid the foundation for a thriving career in the ever-evolving world of real estate.
One of Justin's notable strengths lies in his expertise in Limited Liability Company (LLC) structures. Recognizing the importance of asset protection, he dedicates himself to helping clients safeguard their wealth through well-crafted LLC strategies. His primary focus is helping clients utilize alternative investment strategies to grow their wealth and achieve their retirement goals.
Justin has been an investor in the real estate, cryptocurrency, and traditional markets since 2016. His overall approach to investing is focused on mitigating as much risk as possible and building wealth over a long-term period. Additionally, Justin is a Licensed Insurance Agent and specializes in Fixed Annuities. Through these annuity products, Justin empowers individuals to secure their financial future, providing them with a steady income stream and peace of mind.
JUSTIN MANCUSO
Senior Retirement Specialist, Licensed Insurance Agent
A visionary leader and seasoned finance professional, Carter serves as the Chief Executive Officer of Unified Wealth, where he leverages an extensive background in finance and relationship management to drive the company's strategic vision. His role has been to create strategic relationships with banks, custodians, real estate funds, LP's, private equity, and others seeking a self-directed retirement solution.
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In his role as CEO, Carter has orchestrated transformative strategies that have propelled the company to new heights. He is at the forefront of innovation, guiding the company to adapt to the ever-evolving financial landscape while maintaining a client-centric focus.
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Beyond his professional accomplishments, Carter is deeply involved in philanthropic endeavors, reflecting his commitment as a Christian, and his walk with Christ, to giving back to the community. Carter has created a non-profit organization called H.E.LP. that focuses on helping under-privileged teenagers that are homeless and in and out of foster care.
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CARTER LANE
Co-Founder, CEO
ELIJAH HIGHAM
Senior Retirement Specialist, Licensed Insurance Agent
Elijah Higham is an accomplished Retirement Specialist with a wealth of experience in retirement accounts and financial planning. With a passion for helping individuals secure their financial future, Elijah has dedicated his career to guiding clients through the complexities of retirement planning.
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Having spent several years as an account manager at ITrust Capital, a leading financial services firm specializing in Self Directed IRAs, Elijah has honed his expertise in assisting clients with strategic retirement investments. During his tenure at ITrust Capital, he developed a keen understanding of the evolving landscape of investment options, particularly in emerging sectors such as cryptocurrencies.
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Elijah's commitment to staying ahead of the curve has allowed him to effectively navigate the intricacies of retirement accounts and educate his clients on alternative investment opportunities. He possesses a deep knowledge of the Self Directed IRA sector, enabling him to guide clients in diversifying their portfolios by incorporating cryptocurrencies into their retirement strategies.
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Meet Cassie, a dynamic professional with a wealth of experience in customer service, specializing in the intricate realm of retirement account management. With eight years of dedicated service, Cassie has become a trusted guide for clients navigating the complex process of transferring funds from one retirement account to another.
As a focal point in her role, Cassie has mastered the art of ensuring a smooth and efficient transfer process. Her attention to detail and in-depth knowledge of retirement account regulations have made her an invaluable resource for clients.
Cassie's commitment to providing exceptional customer service goes beyond the technicalities of fund transfers. She excels in communicating complex financial concepts in an accessible manner, empowering clients to make informed decisions about their retirement savings. Her proactive and client-focused approach has earned her accolades for her ability to demystify the transfer process, making it a transparent and stress-free experience for her clientele.
CASSIE SIZEMORE
Transfer Specialist
HEATHER DELANEY
Onboarding Specialist
Heather is a seasoned professional with an impressive track record of over 20 years in the field of customer service. Her career is marked by an unwavering commitment to excellence and a passion for cultivating positive client relationships.
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Heather's journey began two decades ago, where her innate ability to connect with people and solve problems propelled her into the world of customer service. Early in her career, she recognized the importance of the client experience and set out to elevate it to new heights.
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Specializing in client onboarding, Heather has played a pivotal role in guiding countless clients through the process of a self-directed retirement account. Her meticulous attention to detail ensures a seamless transition for clients, setting the stage for lasting and fruitful partnerships.
Heather's onboarding process is not merely a series of tasks but a personalized experience that reflects her commitment to understanding the unique needs of each client.
As a specialist in self-directed retirement accounts, Pete has developed a keen understanding of the diverse investment options and regulatory nuances involved. His two years of hands-on experience have allowed him to guide clients through the process of setting up and managing self-directed accounts, offering insights that empower them to make informed financial decisions.
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Pete's approach to customer service is marked by a genuine commitment to client education and empowerment. He understands that self-directed retirement accounts can be a powerful tool for those seeking to diversify their portfolios, and he excels at translating complex financial concepts into accessible, actionable information for his clients.
PETE GATES
Retirement Specialist