Kacy Lotz
LPL Wealth Advisor, California Insurance Lic. #0D83675
Office: 530.736.4520
kacy.lotz@mechanicsis.com
Schedule an appointment with Kacy
Kacy's career began in finance over 26 years ago at a local community bank where she discovered her passion for finance and the investment world. To this day, Kacy continues to dedicate her career to delivering personalized investment planning services tailored to her clients. She holds her security registration as well as California Department of Insurance licensing for life, accident, health and long-term care.
Kacy enjoys spending her free time in the outdoors. She was born and raised in Shasta County and has two grown children and two grandchildren.
Kacy's home branch is Red Bluff.