Our Background

Ron Luce


Ron is a CERTIFIED FINANCIAL PLANNERTM professional and the principal of Luce and Associates. He has been consulting with clients in personal practice since 1991 and is primarily responsible for the development and implementation of our clients' financial plans. He holds FINRA Series 7 and 63 securities registrations through Commonwealth Financial Network®, as well as life, health, and variable contract licenses. In addition, he holds the Accredited Investment Fiduciary® designation from Fiduciary360. He graduated with a BS from Michigan State University in 1991.

Alison Schultz

Practice Manager

Alison is our primary point of contact for client service and non-advice related needs. She is responsible for the key administrative areas of our practice with the goal of delivering a consistent and reliable service process that clients can confidently rely upon. Alison graduated from Spring Arbor University in 2006 with a bachelor's degree in marketing and graphic design.