Eric C Lucescu

As a financial advisor, I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, we can help determine the most appropriate financial strategy and partner with you over your lifetime. Shauna and I have built our business by treating our clients as we would want to be treated, a simple idea that still makes sense in today’s complex marketplace.

We welcome the opportunity to meet with you face to face, by phone or by web conference to learn more about you. My focus will be on what's most important to you with a comprehensive and holistic strategy designed to help you get where you want to go. We provide world-class service with consistent proactive contact. I provide a clear understanding of how and why you're invested, and transparency with how we are compensated for our services.

Outside of Edward Jones, my spouse, Maggie, and I have four children; three daughters, and one son. Living in the Northwest, we both enjoy being active outdoors, spending time with family and traveling to experience different cultures. I also enjoy giving back to the community as a member for The Rotary Club of Three Creeks and my local church.

My senior branch office administrator, Shauna Kellogg, has 14 years of experience serving our clients. Her and her husband, Justin, have one teenage son. She enjoys spending time with family and enjoys being creative and crafty when she is not watching her son and husband play soccer. She is dedicated to providing you with the highest level of service possible.

Shauna and I have an established process for helping clients consolidate and simplify the financial aspects of their lives, and we prioritize having a meaningful relationship with our clients. We look forward to talking to you!