Who We Are...
Tommy Lucas, CFP® EA
Tommy is a Certified Financial Planner™ professional who has been with the firm since 2015. He is also an Enrolled Agent, the highest credential the Internal Revenue Service awards, giving him unlimited practice rights representing taxpayers before the IRS. Tommy plays an integral part in developing financial plans and retirement models as well as preparing tax returns and year-end tax projections for clients. His planning and tax advice has been featured in CNBC and the Orlando Sentinel’s “Ask an Expert” column. Tommy is a happily married father of four boys.