At Lumin, we take pride in our strong team-oriented culture. Although each team member brings something unique to the table, we share these core values:
- Passion to Deeply Understand and Serve
- Embrace Ongoing Desire to Improve
- Promote Teamwork and Inspires Winning Attitude
- Support Family and Personal Time
Find out more about our team by reading our bios below!
Director of Client Services
Jessica Elliott started her career in the financial industry in 1990 and has a comprehensive background that compliments her team. As a Client Service Associate at Lumin Financial, Jessica assists our Wealth Management and Retirement Plan clients and always strives to deliver superior service.
What experience prepared Jessica for her role at Lumin?
Working in the industry for so many years and holding a variety of positions from Registered Representative, Marketing Coordinator and Client Service Manager have made her a well-rounded team player who can empathize with our clients and their needs.
What does Jessica like to do for fun?
Jessica enjoys spending time with her husband, Bill and daughter, Bailey. You will find them at the soccer field, golfing or boating.