Team
Here at Lucas Financial Services, we have a dedicated team of professionals to help you. Our Client Services Specialists submit and process business on behalf of our clients. It is their goal to provide excellent customer service and follow each task through to completion, ensuring each client enjoys an exceptional client experience.
Debbie has over 20 years of experience in financial services as a registered Paraplanner with a background in office management and accounting. She holds a General Securities Series 6. Exceptional customer service is our priority!
Emily Brewer
Client Services Specialist and Office Administrator
Emily has been in the Financial Services Industry for several years working closely with clients and industry professionals. She currently holds her Securities Industry Essentials and General Securities Series 6 licenses and plans to...
Jim Cash is an experienced advisor and financial planner, with more than 20 years of experience across the financial planning, investments and insurance fields. Jim grew up in suburban Washington, DC (Maryland side) and earned his...