Lucille delivers a quality level of administrative and operational service to our clients. Always helpful and highly knowledgeable, her ongoing priority is to build strong and trusting relationships with our clients, and to ensure they enjoy a dedicated and focused client experience.
Lucille also supports the business operations of our team, rebalances accounts and provides assistance to the financial advisors in reviewing accounts. She holds Series 7, 63 and 66 securities licenses, and annuity, life, accident and health insurance licenses.
Her duties also include daily account trading, overseeing staff and office workflow, monitoring daily cash flow and incoming funds, and assisting clients with account-related questions.
Before joining our team in November 2021, Lucille was a senior registered client service associate at Wells Fargo Advisors in Colorado Springs, CO.
Originally from Providence, RI, Lucille lives in Grand Junction with her husband Mark, and children, Gregory and Garret. In her free time, Lucille enjoys cooking, reading and bike riding.
