(800) 644-1150

Meet the Team

Executive Management

Ray Lucia Jr.

Chairman & CEO

Raymond J. Lucia Jr.
Joseph P. Lucia, President, Lucia Capital Group

President, Wealth Manager

Joseph P. Lucia
Rick Plum, CFP®

Chief Financial Planning Officer

Richard Plum, CFP®, AWMA®
Tiy Oneal

Chief Operations Officer

Tiy O’Neal
Joe Lucia

Chief Marketing Officer

Joseph J. Lucia
Tom Wyckoff

Portfolio Manager

Tom Wyckoff, CFA®, CFP®

Financial Advisors

Preston Schumacher, CFP®, ChFC®

Executive Vice President, Wealth Manager

Preston Schumacher, CFP®, ChFC®, RICP®
Scot Fairchild, CFP

Senior Vice President, Wealth Manager

Scot S. Fairchild, CFP®, EA
Catherine Ford, CFP®

Senior Vice President, Wealth Manager

Catherine Ford, CFP®
Terry Keyes

Senior Vice President, Wealth Manager

Terry Keyes, ChFC®
Chris Lloyd, CFP®, ChFC®

Senior Vice President, Wealth Manager

Chris Lloyd, CFP®, ChFC®
John Prokos

Senior Vice President, Wealth Manager

John Prokos, RFC®
Tim Shea, CFP®

Senior Vice President, Wealth Manager

Timothy J. Shea, CFP®
Janean Stripe, CFP®

Senior Vice President, Wealth Manager

Janean Stripe, CFP®
Jonathan Savona, CFP®

Senior Vice President, Wealth Manager

Jonathan Savona, CFP®
Rashard Cook

Vice President, Wealth Manager

Rashard J. Cook
Ara Freedman, MBA

Vice President, Wealth Manager

Ara Freedman, MBA
Lance Peters, Vice President and Wealth Manager

Vice President, Wealth Manager

Lance Peters, AWMA®, AAMS™
Ronnie Sanchez, Vice President and Wealth Manager

Vice President, Wealth Manager

Ronnie R. Sanchez
Emily Paup

Vice President of Business Development, Wealth Manager

Emily Paup, AIF®
Glenn Akenbrand, Wealth Advisor at Lucia Capital Group

Wealth Manager

Glenn Ankenbrand, RFC®
Brandon Hibdon, CFP®

Wealth Manager

Brandon Hibdon, CFP®
Patrick Klacka - Wealth Manager with Lucia Capital Group

Wealth Manager

Patrick Klacka, CFP®, CEPA
Jacob Margozewitz, Wealth Manager at Lucia Capital Group

Wealth Manager

Jacob Margozewitz
Carie Phelps - Wealth Manager Lucia Capital Group

Wealth Manager

Carie Phelps
Graydan Smith, AAMS™, CRPC™

Wealth Manager

Graydan Smith, AAMS™, CRPC™
Wade Shumway

Wealth Manager

Wade Shumway
Zack Spencer, Retirement Plan Specialist

Retirement Plan Specialist

Zack Spencer, MBA