Lucinda is responsible for helping private clients express and pursue their financial and retirement goals. Her clients include professionals, divorcees, widows, business owners, pre-retired and retirees. She joined the firm in 2013 as an Advisor Assistant and quickly endeavored on her path to become a licensed Registered Representative in January 2017. Lucinda is currently studying for her Certified Divorce Financial Analyst (C.D.F.A.) credentials and is always learning! Lucinda is passionate about assisting women and their families to be financially organized with a financial plan and educated through effective, on-going communication, annual goal-setting and consistent seminars. Lucinda initiated the successful "Handbags for Hearts" project to boost the confidence of young women in need.
Prior to joining William Ryan Company, LLC, Lucinda was raised in Southern Indiana, received her Bachelor's degree from DePauw University in Greencastle, Indiana and eventually made her way to sunny Southern California. Lucinda has spent 28 years in planning, marketing, advertising and sales. She attributes her sustained success by listening to the client's needs, organization and effective project management.
Lucinda's hobbies include golf, baking, yoga and spending time with friends and family. She is an active Eucharistic Minister at St. Edward the Confessor Parish Church among other volunteer positions at The Parish School, Dana Hills High School and Delta Gamma alumnae. She resides in San Juan Capistrano with her husband, 3 children, her mom and dog.