OUR TEAM IS OUR GREATEST ASSET
THE LUX PROFESSIONAL
LUX Wealth Planning sets itself apart from other firms with its commitment to fostering an environment of continuous learning and advancement. We provide the best-in-class resources to ensure that our team is equipped to reach their full potential. Hear firsthand from our team about their time as a part of the LUX family.
At LUX, I've grown professionally through training and certifications. Working from home is a big plus, and I find fulfillment in problem-solving and helping our members succeed. My transition to a leadership-focused role here has been rewarding, offering more decision-making opportunities and challenges than my previous positions.
Natasha O’Reilly
Director of Client Services
LUX Wealth planning puts a huge emphasis on personal and professional growth for our team members and our clients. Matt supports us with reimbursement for professional certifications, ongoing education, and an impactful emotional intelligence course that enhances our individual and team capabilities. The culture encourages authenticity, collaboration, and a forward-thinking mindset, making every day a new opportunity to learn and contribute meaningfully.
Sara Wright
Director of Financial Planning
Working at LUX Wealth Planning has provided me with extensive professional growth and development opportunities, from mastering complex financial planning to building deep client relationships. The remote work flexibility and emphasis on transparency and accountability make it a rewarding and dynamic workplace where my colleagues genuinely feel like an extension of my family.
Cameron Enriquez
Financial Planning Analyst
Being a part of the LUX team has empowered me to develop a clear five-year vision for myself and has helped refine my skills through mentorship and a supportive team environment. I enjoy guiding members toward their financial goals with clarity and confidence, surrounded by a culture that values authenticity and professional growth.
Blaire Simmons
Client Relationship Manager
JOIN OUR TEAM
Are you sick of your everyday life? Are you ready for a change? We’re seeking the best, most motivated, community-driven people to join our team. If you value learning, growth, and giving back to help others win, you’re our kind of teammate. Join LUX Wealth Today!