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Thomas G. Twombly
Walter L. Wilson, III
Mark Ward, CFP®
Glenda Summers, CFP®
Cass Grange
Megan Poore
Bleckley Dobbs, CFP®
Raymond Krisanda
Efrain Hernandez
Patricia Hernandez
Donna Geery

 

 


We are more than a group of advisors.
We’re a team dedicated to your success.


So many financial firms put their advisors in silos, focusing on their own “book of business.”

Not us. We hire professionals with diverse talents and experience who share a commitment to teamwork. So when you work with Lucien, Stirling & Gray Advisory Group, Inc., you get a whole team of experienced pros, no matter where your needs take you.

Our team brings together professionals with diverse talents and experience who share a common belief that through teamwork, cooperation, and shared expertise we can bring our clients the most intelligent, objective advice possible.

As you’ll see from our bios, many of us have worked together for years. We trust each other, and our clients can feel it.

Our associates have been chosen for their personal – and professional – experiences. Each brings a level of personal attention and individual care to a process that can be intimidating and fraught with emotion.

Working with us, you’ll benefit from a combination of talents put together to provide you with the best possible advice for your personal situation. Whether you are an individual investor, a corporate plan sponsor, or a trustee, when you succeed, we succeed.