Lucid Wealth Planning ("LWP") was founded to improve the lives of others by helping clients make better-informed financial decisions in both their daily lives and long-term plans. We believe our impact provides added security, confidence, and overall joy in the lives of our clients. Given our focus on clients that strive to improve the world around them, such as Health Care Professionals and Academic professors, we anticipate the ripple effect of betterment to be limitless. Education: B.S.B. degree in Finance Certified Financial Planner™ (CFP®), and Chartered Retirement Planning Counselor (CRPC®), and Certified Student Loan Professional (CSLP®), and Behavioral Financial Advisor (BFA®) Experience: The completion of over 800 comprehensive financial plans for individuals and families since joining the industry in 2006. This includes specialized areas such as student loan analysis, estate planning, tax planning, portfolio management, and cash flow strategizing (to name a few). As a financial planner, my main goal is to help you make well-informed decisions on all financial matters, not just what investments are right for you. I'll always listen to your concerns, devise the best strategy, and treat your financial goals with the same care and interest I devote to my own. I look forward to being your trusted advisor and expert resource as you build a secure, and confident financial life.

Jennifer Walker is a Wealth Management Advisor with Merrill Lynch Wealth Management. She employs a disciplined and personalized approach to help clients pursue their financial goals by understanding their unique family dynamics, financial priorities, and long-term aspirations. Jennifer's expertise includes college education planning, divorce transition planning, LGBT wealth planning, personal retirement planning, socially responsible and values-based investing, women and wealth, tax minimization, and retirement income. Jennifer holds the CERTIFIED FINANCIAL PLANNER (CFP) certification, the Chartered Retirement Planning Counselor (CRPC) designation, and the Personal Investment Advisor (PIA) credential. She earned her bachelor's degree from the University of Kentucky. Jennifer is a member of the Phoenix-Tucson Women's Exchange and participates in the National Charity League. Outside of her professional work, Jennifer enjoys biking, gardening, golfing, hiking, photography, running, soccer, spending time with her family, traveling, and practicing yoga.