Lucy Lukic has been actively involved in the financial services industry since 1993 and is both insurance and investment licensed.   She works closely with her clients to create personalized and well-structured financial plans to assist in attaining their financial goals.   Given the complexity of today’s tax laws, insurance and health-care issues, she believes that a team-based approach with experts drawn from several specialized disciplines, is the most effective approach in focusing and solving clients’ problems. 

Lucy is an advocate of continuing education in the complex financial industry and holds the internationally recognized professional designation of CFP (Certified Financial Planner).  Lucy has also obtained the Ch.P. Strategic Wealth, one of the industry’s most premier financial planning designations.  She is strongly committed to investing in her clients’ education through private seminars and newsletters.  Through her knowledge, experience and education, Lucy is committed to making a difference in her clients’ lives.