Lucy has had a distinguished 25+ year career, helping people maximize the benefits of Long Term Care insurance planning. In fact, she often finds herself helping other financial professionals navigate the complex world of insurance so that they can help their clients benefit from her many years of experience.
With a CLTC (Certified Long Term Care) designation, Lucy’s vast knowledge of the variety of policies, including both traditional and asset-based solutions, allows her to design a long term care plan to meet the individual needs of her clients.
Lucy has personally experienced the affects of long term care with close family members and the mental, physical, and financial impacts on the family, which has only strengthened her passion to help others in preparing a plan to help their families when a long term care need arises.
Now raising her daughter and son in the same community that she grew up in, Lucy finds much joy in spending time with friends and family, staying active in her community as a volunteer and outdoor activities such as gardening, hiking, boating, snow skiing and travel.
Licensed in: AZ, CA (0829233), CO, IL, MI, NC, NV, OR, PA, TN, TX (2327599), UT (722379)