As Managing Member, Bill Anlyan’s long-term knowledge and experience are one of the cornerstones of Lumina Wealth Management’s ability to provide insights into complex wealth issues. Prior to founding Lumina Wealth Management’, Bill was an...
Certified Financial Planner™ Professional
Ashley has over 15 years of experience in the financial services industry. She is a CERTIFIED FINANCIAL PLANNER™ professional and specializes in solving problems as well as providing experienced financial advice. Her outgoing personality and...
AAMS®, Financial Advisor
Meredith has been a part of the Lumina Wealth Management team since 2008. Her analytical talents are invaluable for recognizing patterns and trends and...
Client Service Associate
Luke is our newest member of Lumina Wealth Management and is beginning a promising career in the financial services field. He graduated from Davidson...