While Lucy had previously worked in financial services, it was not until recent years experiencing her own family’s succession planning, getting married, and realizing the days of simply ignoring financial health needed to end that she became passionate about comprehensive financial planning that touches multiple aspects of life and through various stages of life. This led her to pursue her CERTIFIED FINANCIAL PLANNER® certification so she can make a difference by helping clients do that as well. She also holds securities licenses 7, 65, and 63.
Previously in financial services, Lucy has worked at Credent Wealth Management, CPF Texas, and Fidelity Investments. She attended the University of Texas at Austin where she received her Bachelor of Business Administration in Marketing, has a Master of Arts in Christian Education and Biblical Studies from Dallas Theological Seminary, and completed her CFP® coursework at Southern Methodist University.
While not working, she enjoys spending time with her husband, daughter, and friends, and keeping her YNAB (You Need a Budget) up to date.