A dedicated and credentialed industry veteran, Ray Lucas has served as a financial guide and firm leader to his clients and colleagues for over three decades. With a practice built on a foundation of financial planning, Ray combines his passion for helping people and his years of experience to offer comprehensive, customized advice to individuals, families, and business owners. Ray’s mission is to have a meaningful impact on your financial future and provide a level of confidence that someone is in your corner during every phase and stage in life.

 

Working in a fiduciary capacity to his advisory clients, it is Ray’s legal duty to put your needs first and act in your best interest while maintaining full transparency throughout the financial planning process. Over the years, Ray has built a name and reputation which reflects the high standards he strives to maintain and the personalized effort he provides for the people he serves.