Skip to main content

The LUX Team

EXPERTISE, A CUT ABOVE.

At LUX, we have carefully curated a team with diverse backgrounds and areas of expertise to serve our clients' complex and varying needs.

We work closely with you and serve as the highly coordinated hub for your team of tax, legal, and other financial professionals. We work together to coordinate all aspects of your family's wealth, investments, and philanthropic initiatives to ensure your goals align with your values and long-term objectives.

LUX Service Team

Natasha O Reilly

Director of Client Services

Sara Wright CFP®, RICP®, ChFC®

Director of Financial Planning

Cameron Enriquez

Financial Planning Analyst

Shevon Bowser

Investment Operations

Christian B. Aaron RN

Director of Client Experience

Sarah Koenig J.D., CLU®

Chief Operating Officer

LUX Advisory Team

Matt Aaron CFP®, ChFC®, RICP®

Founder and CEO

Blaire Elizabeth Simmons MBA, ChFC®

Client Relationship Manager

Shakira Pollard

Financial Advisor

OUR EXPERTISE

COMMITTED TO GROWTH

LUX serves clients across the US and a vast network of accounting, law, real estate, and banking professionals in nearly every state across the country.

COMMITTED TO EXCELLENCE

Proud to partner with Northwestern Mutual, one of the Top 10 U.S. Independent Investment Broker-Dealers.¹

COMMITTED TO LEARNING

Our team has a thirst for knowledge and believes that learning is a lifelong journey resulting in these professional designations.

¹Ranking for Northwestern Mutual Investment Services, LLC (NMIS) based on total 2022 AUM, which includes figures that combine NMIS brokerage account activity and AUM with account activity and AUM of investment advisory account of NMIS’s affiliate Northwestern Mutual Wealth Management Company (NMWMC), which are held through NMIS. Source: Financial Advisor, April 2023.

CFP logo

CERTIFIED FINANCIAL PROFESSIONAL

The CFP® designation is a formal recognition of proficiency in various financial areas, including financial planning, taxes, insurance, estate planning, and retirement. It's one of the most challenging designations to achieve in the industry, requiring more than 6,000 hours of experience, 250 hours of study, and an average of 12-18 months to complete. Only 29% of financial advisors hold the CFP® designation.

CFP
ChFC logo

CHARTERED FINANCIAL CONSULTANT

The ChFC certification is a distinguished qualification that equips professionals with comprehensive knowledge of the skills necessary to provide thorough financial planning services to clients. The certification process involves a total of eight courses covering all facets of financial planning, including financial planning, investing, retirement, and insurance.

ChFC
RICP logo

RETIREMENT INCOME CERTIFIED PROFESSIONAL

The RICP certification is an official acknowledgement of specialized expertise in retirement income planning. Achieving this designation requires over 180 hours of study, three years of experience, and typically takes a year to complete. Only 7.5% of financial advisors possess the RICP® designation.

RICP

IN THE MEDIA

As a leader in wealth management, we are often tapped for our expertise by various media sources. You may have seen us in the following:

Yahoo Finance logo
Yahoo Sports logo
Google logo
CNBC logo
NerdWallet logo