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Pacific Asset Management Team

Pacific Asset Management is an SEC Registered Investment Advisor (RIA) firm providing investment management and financial planning services.

Our team is committed to providing more than just prudent wealth management services. We are independent financial advisors who work directly with individuals and families to help them identify and achieve their long term financial goals. Our combined years of education, experience, and credentials mean that we are uniquely qualified to assist you.

We believe there is no greater wealth than peace of mind. 

Gary Lucy

Founder, Principal, Investment Advisor Representative. 

Don Cox

Founder, Principal, Investment Advisor Representative

Brian Cox

Principal, Investment Advisor Representative. Brian Cox joined Pacific Asset Management in 2007.

Don Gardner, CPA, CFP

In 2001 Donald Gardner partnered with Pacific Asset Management as an Investment Advisor Representative.

Pam Sutton

Operations Manager 

Joshua Morin

Principal, Investment Advisor Representative. Joshua Morin joined Pacific Asset Management as a licensed financial advisor representative in January of 2015

photo pending

Deborah Schmidt

Operations Manager 

Mary Spencer

Shelton Office Manager