(800) 644-1150

Meet the Team

Executive Management

Ray Lucia Jr.

Chairman & CEO

Raymond J. Lucia Jr.
Joseph P. Lucia, President and Wealth Advisor at Lucia Capital Group

President, Wealth Manager

Joseph P. Lucia
Rick Plum, CFP®

Chief Financial Planning Officer

Richard Plum, CFP®
Tiy O'Neal of Lucia Capital Group

Chief Operations Officer

Tiy O’Neal
Joe Lucia

Chief Marketing Officer

Joseph J. Lucia

Financial Advisors

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

Senior Vice President, Wealth Manager

Chris Lloyd, CFP®, ChFC®
John Prokos

Senior Vice President, Wealth Manager

John Prokos, RFC®
Preston Schumacher, CFP®, ChFC®

Senior Vice President, Wealth Manager

Preston Schumacher, CFP®, ChFC®, RICP®
Tim Shea, CFP®

Senior Vice President, Wealth Manager

Timothy J. Shea, CFP®
Janean Stripe CFP® - Financial Advisor at Lucia Capital Group

Senior Vice President, Wealth Manager

Janean Stripe, CFP®
Jonathan Savona

Senior Vice President, Wealth Manager

Jonathan Savona, CFP®
Rashard Cook

Vice President, Wealth Manager

Rashard J. Cook
Ara Freedman

Vice President, Wealth Manager

Ara Freedman
Josh Dowden

Wealth Manager

Joshua Dowden
Brandon Hibdon, CFP®

Wealth Manager

Brandon Hibdon, CFP®
Lance Peters - Lucia Capital Group Wealth Manager

Wealth Manager

Lance Peters
Ronnie Sanchez

Wealth Manager

Ronnie R. Sanchez
Wade Shumway, Wealth Manager

Wealth Manager

Wade Shumway
Tom Wyckoff

Portfolio Manager

Tom Wyckoff, CFA®, CFP®