• Dana Lucas

    Client Care Manager

Dana joined our team in 2017 after graduating from University of Dayton with a double major in Finance and Entrepreneurship. She started her finance career at Jackson National Asset Management in Chicago. When the opportunity arose to work with her mom, Sheri Lucas, she was excited to make the transition. She proudly serves in the role of our Client Care Manager, providing “concierge” services including traditional operational and service administration duties. As our client’s first point of contact, Dana knows how to best answer or direct any question clients may have to better serve their needs in a timely manner.

Dana is a Registered Representative holding her Series 7 license and Series 66 Uniform Combined State Law license.  She is looking forward to continuing her education by pursuing the CERTIFIED FINANCIAL PLANNER™ certification.

Dana was born and raised in Cincinnati, OH. She recently purchased her first home in Madisonville. In her free time, she enjoys working on home improvement projects, exploring US National Parks, working out, and spending time with her Golden Doodle, Sophie.