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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 Perry

Client Services Specialist and Office Administrator

(614) 840-9770

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!