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:

  1. Passion to Deeply Understand and Serve
  2. Embrace Ongoing Desire to Improve
  3. Promote Teamwork and Inspires Winning Attitude
  4. Support Family and Personal Time

Find out more about our team by reading our bios below!

Jessica Elliott

  • 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.


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Investment Updates

Investment advisory services offered through Lumin Financial LLC, which is an independent Registered Investment Adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed on this site.


Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.