Meet The Team
Lucy Selby, a CERTIFIED FINANCIAL PLANNER™ professional, is a highly qualified executive manager with over 20 years of experience working for several startup companies and numerous industry leaders like Barclays, Texas Instruments, JP Morgan, McKinsey, Verizon, Schlumberger and JCPenney. While experiencing a successful career in technology, Lucy also worked with several boutique private equity and wealth management firms in the Dallas area. She gained considerable experience in estate planning, tax-efficient investment strategies, retirement planning, portfolio management, risk management, benefits planning, charitable giving, and asset protection. She has lived and traveled abroad extensively, cultivating a unique perspective and insight into global business, investments, and successful investors.
Lucy earned a MBA in Finance, a MS in MIS, and a MS in Artificial Intelligence, as well as a PMP™ (Project Management Professional) certificate. Lucy is a member of the Financial Planning Association (FPA), Dallas/Fort Worth chapter, and the National Association of Personal Financial Advisors (NAPFA). She is actively involved in the Muscular Dystrophy Association, Make-a-Wish Foundation, and serve on the Board of Directors for the Journey of Hope and the Assistance Center of Collin County.
Since 1982, Mitch Hurwitz has provided personal advice tailored to achieve his clients’ financial goals. Specializing in long-term, life-cycle planning, Mitch offers entrepreneurs, executives, and professionals strategic asset allocation, asset protection, business, tax and estate planning services. Mitch uses a fee-only approach to the design, implementation, monitoring and adjustment of client portfolios.
A Word About Credentials Certified Financial Planner™, CFP®
“The CFP® certification marks identify professionals who have met the high standards of competency and ethics established and enforced by CFP Board. CFP Board’s Standards of Professional Conduct require CFP® professionals to act in their clients’ best interests.” (www.cpf.net).
To use the CFP credential, the financial planner must meet the following criteria:
– Education (typically, Bachelor degree above , successfully passed 6 courses – Financial Planning, Insurance and Risk Management, Investment, Retirement Plan and Employee Benefits, Tax Planning, Estate Planning, and a Capstone on Financial Planning Strategies & Case Studies)
– Examination: complete the CFP® Board’s 10 hours comprehensive examination which tests his or her knowledge on a number of key financial planning topics.
– Experience: The applicant must also have three to five years of related experience, voluntarily ascribe to the board’s code of ethics and complete 30 hours of continuing education every two years pertaining to such relevant topics as estate and retirement planning, investment management, tax planning and insurance.