• Timothy Lucio

    Portfolio Analyst and Trader

Timothy joined our team in 2018 as our Client Service Associate. As a veteran of the US Air Force, he is committed to bringing that same level of professionalism and excellence in working with our financial advisors and serving our clients. His responsibilities include client services, financial planning and investment management.

Timothy has earned a Bachelor’s degree in Finance from Oral Roberts University. In his spare time, he enjoys spending quality time with his family and friends.