Lucy is a Financial Advisor and partner in the firm Edward Jones Investments and has been a member of Rotary for a number of years.
She has enthusiastically encouraged us to give as much as we can in fundraisers (once raising $5,000 in 10 minutes for The Rotary Foundation), and always brings several guests to our events. She has also helped us renew our partnership with the City of Irvine and the Irvine Police Department — and we were delighted to host their first Public Safety Award at our February 2nd meeting.
Lucy is a member and past Chair of the City of Irvine’s Investments Advisory Committee, and has been the President of the Orange County Chapter of the National Association Investors Corporation, (NAIC). She has been a long-time member of the American Business Women’s Association, and served for six years on the boards of the Irvine Chamber of Commerce and the Irvine Senior Foundation. She has held several board positions with both her Rotary clubs, and is currently our Community Services director. As a member of Saddleback Church, Lucy has taught bible-based financial classes as part of Crown Ministry.
In July 2003, the City of Irvine and the Irvine Chamber of Commerce honored Lucy as the 2002 Irvine Citizen of the Year. This award served to highlight Lucy’s extensive volunteer efforts in support of her community.
Lucy has been a keynote and guest speaker on financial and motivational topics to numerous professional and business organizations, including American Business Women’s Association, the Orange County Administrators of Special Education, Rotary International and the Association of Convention Operations Management. She has appeared in many publications, including the Seniors Today News, Irvine World News, Orange County Register, Christian Science Monitor and American Careers Magazine.
Lucy was born in Evanston, Illinois, received her Bachelors in Business from Elmhurst College and her Masters in Management from Northwestern University. She obtained her CFP and AAMS from the College for Financial Planning in Denver. She considers herself blessed with a wonderful husband, Peter, and four children: Christopher, Philip, Katherine, and Natalie.
