At LUCA Wealth Management, we believe that financial well-being is a cornerstone of a fulfilling life. Our mission is to provide personalized solutions that align with your unique goals, aspirations, and dreams. Whether you're planning for retirement, looking to optimize your investment portfolio, seeking tax-efficient strategies, or safeguarding your assets against unforeseen circumstances, we've got you covered. 📈💡Our team of seasoned professionals are equipped with in-depth knowledge and years of experience in the financial industry. We understand that each client has distinct needs and objectives, and we are committed to delivering tailored strategies that help you navigate the complexities of the ever-changing financial landscape. 📊🔍www.lucawealth.comhttps://calendly.com/jenglish-lucawealthInvestment advisory services offered through Foundations Investment Advisors, LLC, an SEC registeredinvestment adviser.

Advisor Evolution (AE) is the optimal investment advisory platform. A platform designed to help a select few advisors build and grow lifestyle practices that better serve their clients. AE combines the expertise and excellence of Portfolio Dynamix and AWM Insurance Services that allows advisors to focus solely on their clients and the growth of their firms while AE handles the rest.Portfolio Dynamix is an RIA designed to help Advisors systematize their practice and strengthen client relationships. Our platform encompasses Asset Management, Back office support, Fintech, Business Development, Sales Coaching and Risk Management.AWM Insurance Services is a boutique Insurance and Annuity Marketing organization specializing in 2 disciplines:1. Increasing revenue and profits for fee-only RIAs in an era of fee compression2. Marketing and Branding for Independent Advisors and RIA's.

Senior leader in Forbes Top 100 (2015 - 21) wealth advisory firms; lead efforts to acquire clients and new assets; grow RIA Referral program; build brand; brand recognition; design, develop, implement new client experience● Develop alliances with internal and external partners driving overall execution for client acquisition and sales strategies● Lead successful business development, marketing, sales, initiatives driving revenue, surpassing expectations, and ensuring volume converting to earnings● Sustain current clients; deliver ongoing management; enable and execute innovation, customer success measures for investment services & experiences ● Evangelist and producer for multiple product categories, channels across organizational ecosystem; drive ongoing awareness, improvement, conceptualization, experience● Specific efforts: custodial referral program, digital marketing, web-site lead flow, seminar and WebEx delivery and production

I help individuals and families achieve their immediate and long-term investment objectives by creating custom financial strategies. I strive to educate clients and help them achieve financial security by providing sound investment guidance.● Maintained strong relationships, through wholesaling efforts, with external partners ensured continued growth in the Custodial Referral Programs, e.g.o Scottrade - Nationwideo TD Ameritrade - Southeast Region● Facilitated group meetings and seminars with business partners; educated partners regarding market conditions; conducted sales meetings with potential clients / families

We are known for providing our clients with high-end, quality fences and outdoor living spaces at competitive prices. We consistently deliver outstanding customer service by completing projects on time and by using the highest quality of materials. Our professionally trained installation teams are easy to work with and great communicators.

• Directed and managed all aspects of sales and operations• Established and maintained strong relationships within the Allen market, serving as community liaison • Led a branch team of 14 members with shared sales and service responsibility • Performed regular sales calls on potential and existing clients in order to generate high quality loan, deposit, and other products to achieve or exceed specific branch goals• Responsible for overall branch sales and service• Managed expenses, operations, and credit controls; community leadership and involvement; human resource management• Responsible for efficient and effective consumer banking sales, service delivery and relationship management as defined by consumer deposits, loans and number of customers• Led both internal and external sales efforts through personal involvement in generating client contacts, identifying customer needs, and proposing appropriate services and products• Effectively allocated staff resources within the branch• Evaluated and coached staff, prepared performance plans for staff and development • Exercised the usual authority of a manager concerning staffing, performance appraisals, promotions, salary recommendations, and terminations• Developed and implemented annual referral and growth goals • Served as a role model to promote effective interactions with customers in order to build loyal and profitable relationships/Coached staff to build referral and service skills

Prospect and identify qualifying leads for existing customers. Strengthen and develop new business with existing customers. Provide financial consulting to existing customers and assess their long term financial goals using a vast array of investment products. Offer deposit, lending, and fee based products to new consumer and business customers.

Performed face-to-face needs analysis with potential clients and developed strategic and trusted long-term client relationships. Help employees of public school, universities, municipalities, health care and non-profit organizations enroll in their employer’s Tax-Sheltered Annuities (TSAs) and Employee Deferred Compensation (EDC) plans. Provided services and products such as life insurance, investments, and retirement benefits.