Our Team
Jessie-Jo Lucas
Retirement Planner & Managing Partner
Jessie-Jo is focused on helping people work toward their retirement dreams through a well-thought-out financial strategy for retirement.
Since opening their doors in Houston, Jessie-Jo and Michael have expanded with offices in South Carolina, Florida and future offices planned for Utah, Hawaii, and Arizona
“We’re here to help you prepare for an amazing retirement — and help preserve wealth for your family in the event the unthinkable happens,” Jessie-Jo says. “We’re here to serve you and look at your life as a whole, not just say, ‘Here’s an insurance piece that could create some protection for you.’ We’re always looking at the big picture.”
Jessie-Jo and her husband Michael have eight kids. In her free time, Jessie-Jo enjoys traveling and spending time with loved ones.
“At the end of the day, I want to be able to lay my head down and know that I’ve done the best I can do for anyone I worked with,” she says.
Michael Lucas
Retirement Planner & Chief Marketing Officer
Bio coming soon!
Start Planning Your Next Adventure
It’s never too early — or too late — to take control of your financial future so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.