Chapter Coordinator

Lucy is the DMV area Chapter Coordinator of the Financial Knowledge Institute.

She is also a managing partner and advisor at Stuart Financial Group, a boutique financial planning firm in the Greater D.C. metro area. Lucy and her team are dedicated to helping their clients achieve financial peace of mind through education and personalized guidance.

Raised in Fairfax County, Virginia, Lucy began her career in the financial industry at a local mid-size CPA firm, where she witnessed the significant tax implications that successful professionals and business owners faced when proactive tax and investment planning were not prioritized. This experience led her to join her business partner and husband, Bryan, in establishing and running Stuart Financial Group to provide comprehensive financial and retirement guidance to families in the DMV area. Lucy is insurance licensed and an investment advisor representative under J.W. Cole Advisors, Inc. (JWCA), with over 20 years of experience in the financial industry, overseeing the day-to-day operations of the firm.

In her leisure time, Lucy enjoys reading, traveling, spending time outdoors with her dogs, Leo and Coco, and training for long-distance running races with close friends. She has completed over a dozen marathons, a fifty-mile ultra-marathon, and several short-distance triathlons.