Lucie Cardwell
Lucie brings deep financial services experience and supports the practice through careful coordination, client service, and practice management.
Decades of financial services experience with a commitment to thoughtful client support.
Lucie began her career in financial services in 1986 with MassMutual’s agency in Birmingham, Alabama, and has worked across many areas of the industry with professionalism and a commitment to excellence.
She earned her Financial Paraplanner Qualified Professional designation from the College for Financial Planning in 2010 and previously supported a top-tier MassMutual Financial Planner/Advisor focused primarily on Special Needs Planning.
Since 2021, Lucie has supported Mollie with practice management, financial planning, bookkeeping, client servicing, and new business processing from her remote office in Upstate New York.