Experience is Finally on Your Side

Featured Experts

We have a team of seasoned financial and operational experts who are committed to professionalism and excellence. Our team of industry veterans serves as advisors on many client engagements and pride themselves on properly educating our financial professionals as well as their clients with the highest quality information and services.

Through our holistic view, we ensure our experience helps our financial professionals and investors alike achieve financial independence.

  • Charles Lucius
    CLU®, ChFC®, MSFS
    Chief Executive Officer, GFG
  • Tami Lucius
    President, GFG
  • Kent Schoen
    Corporate Attorney, GFG
  • Wayne Schmidt
    CFA®, MBA
    Chief Investment Officer, GI
  • Nick Stovall
    CPA/PFS, MBA
    Chief Tax Strategist, GFG
  • Paul Maves
    CPA
    Senior Tax Strategist, GT
  • Dick Cardinal
    Controller & Tax Strategist, GFG
  • Brian Lucius
    President, GPS
  • Elly Cummings
    MBA
    President, GHM
 
 
Gradient Financial Group, LLC offers and provides a wide array of resources and support to financial services professionals. Gradient Financial Group, LLC provides services to the Member firms comprising the Gradient Financial Group, but it does not directly or indirectly control the management, policies, or business operations of any of the Member firms, which are each separate, distinct, and independent entities. Terms & Conditions Privacy Policy