Lucy is an Associate Planner at Facet Wealth and a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional with over 9 years of experience in the financial services industry. Prior to joining Facet Wealth, Lucy worked for boutique wealth management and financial planning firms serving high net worth individuals and families. She is passionate about helping others and helping clients develop a financial plan to accomplish their financial and life goals.
Lucy is originally from Atlanta, Georgia and now resides in Charlotte, North Carolina with her husband, son, and wheaten terrier. Outside of work she enjoys spending time with her family and friends, cooking, taking peloton classes, and traveling to the North Carolina mountains.
Education: University of South Carolina (BS)
"Success is not final, failure is not fatal: it is the courage to continue that counts." -Winston Churchill
Get to know Lucy
Celebrating William’s first birthday!
Henry enjoying a stick by the lake.
Dave Matthews Band concert at the Gorge Amphitheater in George, Washington.
And they’re off! Churchill Downs for the Kentucky Derby.
What's the craziest thing you've ever done?
Bungy jumping off the Kawarau Bridge in New Zealand.
What was the best concert you ever attended?
Adele – she was amazing!
What's the last book you read?
The Four Winds by Kristin Hannah
Where's your favorite place in the world?
Paris, France. I studied abroad there while in college and instantly fell in love with the culture, art, food, and history!