Registered Representative/Investment Advisor Representative *
Lucy brings twenty years of Financial Services experience to her clients, specializing in retirement planning, college savings programs, tax-planning strategies, and asset allocation. Her professional background also includes ten years with a large corporation, which included various financial analyst, accounting and operational positions. This experience gives her the resources and expertise to custom design financial plans for the individual needs of her clients. Lucy also provides financial planning seminars to a variety of corporate organizations, women’s associations and other groups.
Lucy graduated from Lewis University with a BA in Accounting as well as a Master of Business Administration.