Jacqueline Lucas is a key part of the financial planning team, working closely with the paraplanner to ensure clients receive thoughtful, attentive service every step of the way. She oversees financial plan renewals and payments, and takes care to keep each client’s financial documents up to date and well-organized. Jacqueline first joined the industry through her work with Hermes Wealth Strategies in 2017 and 2018, bringing with her a strong sense of organization and a client-first mindset. Known for her friendly, approachable style, she helps make financial planning feel a little more personal—and a lot less stressful. Outside of work, Jacqueline is a proud mother of three daughters. Originally from California’s Central Coast, she has since relocated to the San Joaquin Valley to raise her family. She continues to enjoy spending time on the coast during the warmer summer months, balancing her professional life with meaningful family time and travel.