Gary Lucy, CPA, CFP – Founder, Investment Advisor
Gary has been a CPA since 1977 and teamed with Don Cox in 1984 to form the Cox and Lucy CPA firm. In 1998, they shared a common goal to offer a distinctively different form of financial advisory services, establishing the investment advisory firm of Pacific Asset Management. In addition to his credentials as a Certified Public Accountant, Gary is also a Certified Financial Planner and a Registered Investment Advisor.
Helping clients with their financial decisions and his passion for the prudent investment philosophy adopted by Pacific Asset Management is what inspires Gary. Building long-term relationships that have created peace of mind for clients is what he believes sets Pacific Asset Management apart from other firms.
Gary is a past president of the Port Orchard Rotary Club and a board member of the Lee Belas International Scholarship Foundation.
He has been married to JoAn since 1972 and they have two children and a grandson. Gary is an avid hiker, kayaker, acoustic guitar player and reader.