Lucy is dedicated to helping clients navigate life’s financial milestones with confidence. With over six years of experience in the wealth management space, she became a CERTIFIED FINANCIAL PLANNER® in 2022, further solidifying her expertise in comprehensive financial planning.
Lucy was drawn to financial planning because of the impact it can have on people’s lives. She takes pride in building meaningful relationships and guiding clients—whether they’re growing their careers, starting families, preparing for retirement, or adjusting to life’s transitions. With a young family of her own, she understands that financial planning is deeply personal and unique to each individual.
She enjoys traveling, horseback riding, and yoga, but most of her time is joyfully spent with her husband, Tom, and their one-year-old twin boys in Michigan.