Our Team

As an associate consultant, Lucy collaborates with consultants and directors to enhance client experiences and ensure optimal service delivery. She also partners with the financial planning and research departments to effectively address client needs and support their financial objectives. Her duties include preparing and organizing materials for both existing and prospective clients, monitoring portfolio performance, reviewing statements, and implementing reallocation strategies to maximize investment outcomes.

Prior to joining the team, Lucy first worked at Altair Advisors as a Client Service Intern, where she supported advisor teams by assisting in the collection and preparation of materials for client and prospect meetings. She also collaborated with financial planning to create sample client materials. Additionally, Lucy worked as a Business Intelligence Intern at PDI Technologies. There, she utilized SQL for data integration and analytics to improve reporting efficiency and client experience. She also developed automated Tableau dashboards for enhanced reporting and insights. Lucy was also a Tutor at the University of Arizona, where she provided tutoring in business subjects, including finance and accounting, to help students understand and excel in their coursework. She is currently working towards obtaining her CERTIFIED FINANCIAL PLANNER™ certification

Lucy graduated, with honors, with a B.A in Finance and Entrepreneurship from the University of Arizona.

Lucy grew up in the Chicago Suburbs and now resides in Downtown Chicago, though her 2 dogs, Remi and Rosie, now reside in Dublin, Ireland with her parents.