Crain’s Cleveland 40 Under 40 Awards Luma Wealth’s Kristen Lucas!

By Luma Wealth on December 3, 2019

 

Crain’s Cleveland Business has named Luma Wealth CMO Kristen Lucas one of the 2019 Forty Under 40. These 40 leaders offer a snapshot of all that’s best about Northeast Ohio. While a mix of hometowners (like Kristen), transplants and immigrants, they all share a love for and a commitment to the region.

 

Her trajectory has been steep since starting at Fairport in 2003, from receptionist all the way up to CMO, her roles at different levels along the way giving her a deeper understanding of how the company works. She sees her client service experience especially differentiating her as a marketer.

 

Kristen’s top accomplishment to date has been the conceptualization and launch of Luma Wealth. “We basically got out a blank sheet of paper and made a blueprint of how women should be treated as clients,” she explained. “How they should be communicated to, how they could learn and be empowered in the way that they wanted. Luma allows women to learn, connect and celebrate on their own terms.”

 

“Kristen is an exemplary leader in our organization who has taken every job and promotion as a chance to learn and grow,” said Heather Ettinger, Fairport managing partner and Luma founder. “Her positive attitude is contagious, and she is sought out for her thoughtful and creative insights on how to make the client experience and the work community the best it can be.”

 

Read the complete article here.


Luma Wealth is a group comprised of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals may also be registered with Hightower Securities, LLC, member FINRA and SIPC. Advisory services are offered through Hightower Advisors, LLC. Securities are offered through Hightower Securities, LLC. All information referenced herein is from sources believed to be reliable. Luma Wealth and Hightower Advisors, LLC have not independently verified the accuracy or completeness of the information contained in this document. Luma Wealth and Hightower Advisors, LLC or any of its affiliates make no representations or warranties, express or implied, as to the accuracy or completeness of the information or for statements or errors or omissions, or results obtained from the use of this information. Luma Wealth and Hightower Advisors, LLC or any of its affiliates assume no liability for any action made or taken in reliance on or relating in any way to the information. This document and the materials contained herein were created for informational purposes only; the opinions expressed are solely those of the author(s), and do not represent those of Hightower Advisors, LLC or any of its affiliates. Luma Wealth and Hightower Advisors, LLC or any of its affiliates do not provide tax or legal advice. This material was not intended or written to be used or presented to any entity as tax or legal advice. Clients are urged to consult their tax and/or legal advisor for related questions.