Financial Finesse President Joins Lincoln Financial to Lead Institutional Sales

Todd Lacey

Lincoln Financial Group announced Monday the appointment of Todd Lacey as senior vice president and head of institutional sales for retirement plan services. He will lead Lincoln’s institutional sales organization for its retirement business and will focus on deepening consultant relationships and supporting long-term growth.

Lacey joined Lincoln from Financial Finesse, where he had served as president of the independent financial wellness firm since April 2025 and was responsible for firmwide operations and strategic growth.

During Lacey’s more than 25 years of experience in the retirement industry, he served as chief revenue officer and board member at Stadion Money Management and held senior leadership roles at Transamerica, including executive vice president of business development for retirement and executive vice president of strategy and corporate development.

Lacey also was founder and president of the (k)larity Group, a Georgia-based independent retirement plan consulting firm. He earned a bachelor’s degree in psychology from Miami University in Oxford, Ohio.

“As we continue to execute our strategy and strengthen our position in the retirement market, Todd’s leadership and deep industry expertise will be a valuable addition to our team,” said Jason Crane, Lincoln Financial’s president of retirement plan services, in a statement. “He brings a strong client-centric mindset, a broad network of partnerships and a clear focus on execution that will help us continue to build momentum across our organization.”

Crane previously worked with Lacey at Transamerica, where Crane served as executive vice president and managing director of retirement sales and executive director of business development. In September 2025, Crane joined Lincoln after seven years at Ascensus.

As of December 31, 2025, Lincoln Financial had approximately 17 million customers across its annuities, life insurance, group protection and retirement plan services. It had $349 billion in end-of-period account balances, net of reinsurance.

According to PLANSPONSOR’s 2025 Recordkeeping Survey, published by PLANADVISER’s sister publication, Lincoln Financial ranked 10th in pooled-employer or multiple-employer 401(k) participants (27,207); 7th in 403(b) plan assets ($52.3 billion); and 8th in 457 plan assets ($7.7 billion).