With more than 35 years of experience in the insurance and financial services industry, Lucia Chan brings deep knowledge, compassion, and relationship-first approach to her role as Manager of Client Relationships & Marketing. She serves as the key connection between clients and their financial advisor, ensuring that each individual receives thoughtful, personalized attention throughout every stage of the client journey.

Lucia oversees the day-to-day operations of the firm and plays a leading role in keeping the team organized, focused, and responsive. She is responsible for managing both new client onboarding and established client transitions, ensuring a seamless experience with attention to every detail.    

Widely known for her ability to move things forward, Lucia is proactive, solution-oriented, and deeply committed to helping the team deliver on its promise of exceptional service. Her dedication to building trust and creating a smooth, well-run process makes her a vital part of both the client’s experience and the firm’s ongoing success.

Fluent in Spanish, Lucia is dedicated to making financial and insurance concepts accessible to a diverse range of clients. She splits her time between upstate New York and the Rockaways, where she enjoys both the quiet pace of country-living and the energy of the coast.