Philip H. Luccock

PRESIDENT, CFP®, CMA

Phil founded Financially Speaking, Inc. in 1991 and directs the Investment Committee and all operations.  He also plays a crucial role in initiating and maintaining client relationships and is a key contact for client referrals.  Phil believes firmly in the value of ongoing, financial education for the benefit of his clients and shares his expertise by conducting seminars on financial topics.  He has earned the professional CERTIFIED FINANCIAL PLANNER™ and Certified Management Accountant certifications and has published a financial article in Morningstar’s 5 Star Investor.  Phil received his B.S. in Mechanical Engineering and an MBA in Finance from the University of Oklahoma.

Philip H. Luccock

PRESIDENT, CFP®, CMA

Phil founded Financially Speaking, Inc. in 1991 and directs the Investment Committee and all operations.  He also plays a crucial role in initiating and maintaining client relationships and is a key contact for client referrals.  Phil believes firmly in the value of ongoing, financial education for the benefit of his clients and shares his expertise by conducting seminars on financial topics.  He has earned the professional CERTIFIED FINANCIAL PLANNER™ and Certified Management Accountant certifications and has published a financial article in Morningstar’s 5 Star Investor.  Phil received his B.S. in Mechanical Engineering and an MBA in Finance from the University of Oklahoma.

Stacy L. Myers

PRINCIPAL, FINANCIAL PLANNER

Stacy joined Financially Speaking, Inc. in 2003. She works closely with clients to assist them in clarifying their goals and objectives in order to develop an individualized personal financial plan.  She values an education-oriented approach and encourages clients to actively participate in the financial planning process.  Stacy plays an important role as a key contact for client referrals.  She has served on the Financially Speaking, Inc. Board of Directors since 1999.  Stacy earned her Personal Financial Planning Certificate from the Metropolitan State University of Denver in 2007.  She graduated with a B.A. in Psychology from the University of Colorado in 2001.

Stacy L. Myers

PRINCIPAL, FINANCIAL PLANNER

Stacy joined Financially Speaking, Inc. in 2003. She works closely with clients to assist them in clarifying their goals and objectives in order to develop an individualized personal financial plan.  She values an education-oriented approach and encourages clients to actively participate in the financial planning process.  Stacy plays an important role as a key contact for client referrals.  She has served on the Financially Speaking, Inc. Board of Directors since 1999.  Stacy earned her Personal Financial Planning Certificate from the Metropolitan State University of Denver in 2007.  She graduated with a B.A. in Psychology from the University of Colorado in 2001.

Brittany Fones

CLIENT SERVICES ADMINISTRATOR

Brittany joined Financially Speaking, Inc. in November 2018. Brittany’s responsibilities include: establishing new accounts, transferring assets and accounts, coordinating meetings, providing superior client service, and supporting the team with various initiatives.  Brittany’s multifaceted experience includes all aspects of client service, office administration, banking, and compliance management. She received a B.S. in Business from Regis University in 2017.

Brittany Fones

CLIENT SERVICES ADMINISTRATOR

Brittany joined Financially Speaking, Inc. in November 2018. Brittany’s responsibilities include: establishing new accounts, transferring assets and accounts, coordinating meetings, providing superior client service, and supporting the team with various initiatives.  Brittany’s multifaceted experience includes all aspects of client service, office administration, banking, and compliance management. She received a B.S. in Business from Regis University in 2017.

Judy Borsheim

PORTFOLIO ACCOUNTING & TRADING

Judy began working at Financially Speaking in 2005. After a hiatus for graduate school, Judy has returned to fulfill her role of reporting on and maintaining client portfolios as well as executing trades. She also serves as a member of the Investment Committee where she enjoys discussing micro and macroeconomics, politics, national and global news, and other factors that can influence investment decisions. Her education spans from a B.A. in Communication, to an M.S. in Canine Life Sciences.

Judy Borsheim

PORTFOLIO ACCOUNTING & TRADING

Judy began working at Financially Speaking in 2005. After a hiatus for graduate school, Judy has returned to fulfill her role of reporting on and maintaining client portfolios as well as executing trades. She also serves as a member of the Investment Committee where she enjoys discussing micro and macroeconomics, politics, national and global news, and other factors that can influence investment decisions. Her education spans from a B.A. in Communication, to an M.S. in Canine Life Sciences.