Early Years in the Business During his first years in the financial services industry, Lucas worked very closely with Mike who became his mentor. This enabled him to get personalized training which put him on the fast-track to success...

Mike began his financial services practice in 1993. Over the years he has focused on providing financial guidance to individuals and small businesses especially in the investment and retirement planning arenas.

Laurie joined the Nfocus team in 2015. Her prior experience enabled her to quickly become an important asset to the team. Laurie is responsible for managing new insurance opportunities and handling client service requests as well as...

Sarah began her career as a Broker for TD Ameritrade in 2006. She took a role as Wealth Management Consultant as part of the startup team for TIAA CREF when the company opened an operations center in Texas in 2007. After a brief stint...