Informing Views

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

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.


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