Gary Lucy, CFP, Founder, Principal, Investment Advisor Representative
Gary has over 40 years of CPA experience and teamed with Don Cox in 1984 to form the Cox and Lucy CPA firm. Gary practiced public accounting there until the firm was sold in 2010. In 1998, they shared a common goal to offer a distinctively different form of financial advisor services, establishing the investment advisor firm of Pacific Asset Management. Gary is a Certified Financial Planner and an Investment Advisor Representative.
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.