ABOUT US | Our Background

Ron Luce
CERTIFIED FINANCIAL PLANNERTM
ron@luceandassoc.com

Ron Luce, CFP®, is a CERTIFIED FINANCIAL PLANNERTM professional and the Principal at Luce and Associates. He has been consulting with clients in his personal practice since 1991, and is primarily responsible for the development and implementation of our clients' financial plans. He currently 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 Fiduciary 360. He graduated with a Bachelor of Science degree from Michigan State University.





Alison Schultz
Administrative Assistant
alison@luceandassoc.com

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, where she obtained a double major by earning her Bachelors degree in Marketing and Graphic Design.

 

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