Broker Check

The Concierge FPG Team

We Are Dedicated to Empowering You to Take Control of Your Financial Life.

Edick Lucas, CFP®, ChFC®, CLU®

President

407.339.1594

407.339.8225

[email protected]

Edick is an independent financial planner and the President/Founder of Concierge Financial Planning Group. With over 25 years of industry expertise, Edick is passionate about the custom advice and solutions he provides to clients....

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Christopher Lucas

Client Service Associate

407.339.1594

407.339.8225

[email protected]

Christopher provides exceptional support to clients within all aspects of Account Services at Concierge FPG. He facilitates account transactions such as opening, transferring and accounts. He also responds to account inquiries and...

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Emily Hamm

Client Relations Associate

407.339.1594

407.339.8225

[email protected]

Emily is the first point of contact at Concierge FPG. She builds and maintains client relationships. She works closely with clients to provide timely communications and schedules financial wellness meetings. Emily is a valued resource...

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Brittany Lucas

Client Relations Associate

407.339.1594

407.339.8225

[email protected]

Brittany helps maintain and organize the client information at Concierge FPG. She works to ensure that documentation and records are always kept up-to-date. Brittany is a support to and resource of Client Relations and facilitates...

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At Concierge Financial Planning Group, we believe our team  approach adds a broader perspective to all we do. 

Our experienced professionals have helped many people with similar issues and concerns. We are dedicated to your personalized yet simplified experience in financial planning delivered with unparalleled service. 

Gain greater confidence in your financial future with Concierge  today.