
Our Story
Nest Insurance and Financial was founded by a group of insurance professionals with a long history in the medical fields. Our CEO, Maggie Lacy, has spent a career in the healthcare industry as a nurse, as part of the pharmaceutical industry, as a pioneer in the regenerative medicine field, and ultimately as a partner in a highly respected urgent care facility based in Santa Barbara, California.
Through her years in healthcare, Maggie saw first hand the effects of poor planning and the incorrect information that abounds in terms of Medicare, Life Insurance and Long Term Care policies. She was dismayed at how hard it seemed to get the solid, easy to understand information needed to make good decisions as people entered what may be the most critical time of their lives.
Nest Insurance and Financial is a company on a mission to change that equation. Through an honest, dependable team working diligently to bring all aspects of retirement insurance planning under one roof, and operating in accordance with the time honored principles of compassion, respect and commitment to detail, we believe we can help millions of people navigate these complex decisions.

We do what we say, when we say it. Period.
And we do it all with one goal in mind – to help you secure your “nest” and everything you and your family have taken a lifetime to build.