Lucy Vang

Paraplanner - FPQP®

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Mai Thao

Dean Allen

Lucy attended the University of Wisconsin–La Crosse and obtained a Bachelor of Science degree in accountancy. After college, she began her professional career as an accountant. However, Lucy decided to redirect her career path after gaining experience at a broker-dealer home office, where she assisted financial representatives with maintaining their clients’ accounts. She realized that she enjoyed working in financial planning, as it offered an opportunity to help others while continuing to learn and grow.

Q & A

What are 3 words that people use to describe you?

Detailed, Focused, Conscientious

Q & A

What motivates you in your work?

Being able to make a positive difference in someone’s life and help them achieve their goals.

Q & A

What’s one common financial mistake you help clients avoid?

I help guide clients through complex financial processes with careful attention to detail, while maintaining a clear focus on the overall objectives. This approach enables me to minimize potential obstacles and ensure a seamless, stress-free experience for clients.

Q & A

When you are not in the office, what are you most passionate about?

Spending free time with friends, family, and traveling. Lucy has visited Japan, China, Mexico, and quite a few cities in the United States, and she plans to visit many more cities and countries in the near future.

Q & A

If you could instantly master one skill outside of finance, what would it be?

Cooking! I’ve always found cooking to be a chore, but with age, I’ve grown to appreciate its therapeutic and creative aspects, and I’m enjoying the journey of learning and exploring new recipes. It’s also heartwarming being able to craft meals that bring smiles to my loved ones’ faces.