Joe O. Luby III, CFP®, President
Joe O. Luby III, CFP®, is a CERTIFIED FINANCIAL PLANNER™ professional and the President of Financial Solutions, Inc. Mr. Luby's primary focus is the arena of wealth management and preservation strategies. He is an established expert in the areas of charitable gift planning, advanced corporate retirement plan design & management, alternative investment transactions using retirement funds and the special needs of business owners including advanced tax and estate planning strategies.
Since founding Financial Solutions, Inc., Mr. Luby has become a leading authority in the realm of charitable giving. In 2003, Mr. Luby launched the Nonprofit Partners Program™, which serves non-profits throughout the country by educating their staff and board members on alternative giving methods while revealing opportunities for both the organizations and their donors.
Within his practice Mr. Luby has established his expertise on corporate retirement plans guiding numerous Nevada based companies to successful plan implementation and management. Mr. Luby understands a business owner's perspective and possesses the experienced insight to structure plans that properly support the client's company goals as well as the owner's individual goals.
Mr. Luby is also the founder of the Jagen(tm) strategy which is being actively rolled out nationwide. Jagen(tm) is a unique new development in the field of investment and tax planning which offers significant tax efficiencies for clients with large IRAs and/or gift & estate tax concerns. The research and development phase of the Jagen(tm) project lasted nearly two years and included extensive work by a five member team of attorneys from around the country including the venerable Roy M. Adams who is an internationally renowned tax and estate expert. Please visit the Jagen(tm) website at www.jagenfunds.com for more information on this cutting edge development.
Active in the planning community, Mr. Luby is a member of the Financial Planning Association of Nevada, the Southern Nevada Estate Planning Council, and serves on the Planned Giving Councils of Vegas PBS and the University of Nevada Las Vegas (UNLV).
A highly recommended and effective speaker, Mr. Luby draws attendees throughout the country to his training sessions, classes, seminars and webinars for both industry personnel and the public. He is also a frequent contributor to various financial industry publications. Please submit your request through the "Contact Us" page to reserve Mr. Luby for a speaking engagement for your seminar, expo or privately held function.
Denise Wilcox, CFP®, Partner
With two decades of experience in financial services, Denise is uniquely qualified to guide clients towards financial independence. Denise is a Certified Financial Planner™ professional and has also earned the Accredited Investment Fiduciary® professional designation, awarded by the Center for Fiduciary Studies, having received formal training in investment fiduciary responsibility.
Denise takes a comprehensive approach to financial planning and wealth management. She focuses on creating financial plans and investment management strategies for clients that are inspired by their dreams and aspirations. Additionally, she recently launched the business consulting services platform which utilizes strategic and financial diagnostic tools to provide strategies, performance improvement methodologies and people development systems to advance the business profitability of the micro/small business. Denise provides her array of services in an unbiased and objective environment, free from the potential conflicts that may exist in a sales-oriented setting.
Denise is a published author of both financial and personal-interest articles. As an experienced speaker she has presented many educational seminars on various topics including estate planning, retirement and investment planning and a series focused on the financial planning needs of women.
A resident of Henderson, Nevada since 1990, Denise has been active in the community having served on the Henderson Parks and Recreation Board. She has volunteered with many youth programs including the Boy Scouts of America, the Clark County School District Stay in School mentoring program and Big Brothers Big Sisters. Denise serves on the Board of Directors and the Pro Bono Committee for the Financial Planning Association of Nevada and is an active member of the Henderson Chamber of Commerce.
To learn more visit: www.DeniseWilcox.com.
Lauren Gabourel, Partner
Lauren Gabourel has served as Director of Client Relations the past five years managing the day to day operations of Financial Solutions, Inc. She provides excellent proactive client services lending to the result of the firm's long-term client relationships. Her interest and desire to improve the firm's client relations resulted in the FSI E-Newsletter and the firm's redesigned website to help keep existing clients and prospects up to date on financial related topics and Financial Solutions' upcoming educational events. Her personal attention given to each client represents our firm's mission to bring the highest level of service to our clients.
Lauren brings extensive client service and managerial experience to the firm from her background in the publishing and retail industries. She holds a BA in Business Communications from Hawaii Pacific University and is currently working toward her MBA.
Originally from Albuquerque, NM, Lauren performed as a vocalist for Opera Unlimited before attending the New England Conservatory of Music in Boston, MA. Some of our long term clients have had the opportunity to enjoy a fulfilled request of a few measures of their favorite aria.
Lauren@financialsolutionsnv.com
Diana Chege
Diana's most recent experience includes Operations Manager and Leasing Professional in a local executive suite. When not at the office, Diana enjoys teaching the girl's Sunday School class, traveling, and being spontaneous with her three sisters. Originally from Kenya she speaks three languages and shares her cultural diversity by bringing delicious spicy African food to the office to enjoy.
Diana@financialsolutionsnv.com
