Clayton Lucas FPQP®
Operations Associate
Operations Associate
Financial Paraplanner Qualified ProfessionalSM
Team Member since March 2015
Clayton is working hard behind-the-scenes processing and cashiering distributions, maintaining digital documents, and overseeing client online access.
He holds the designation of Financial Paraplanner Qualified ProfessionalSM.
Passions & Purpose
- My wonderful family
- The great outdoors- hiking, fishing, etc.
- Craft Beer
- Major League Baseball- San Diego Padres!