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 plannerä 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

DIRECTOR OF OPERATIONS & CLIENT SERVICE

Brittany joined Financially Speaking, Inc. in November 2018.  Brittany’s responsibilities include overseeing the firm’s day-to-day operations, assisting with regulatory compliance, managing high-level projects, providing superior client service, and leading the team in various initiatives.  Brittany’s multifaceted experience includes all aspects of client service, banking, compliance, and business administration and management. She received a B.S. in Business from Regis University in 2017 and is currently enrolled in an MBA program through Colorado Christian University.

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.

Devan Ballou

CLIENT SERVICE ADMINISTRATOR

Devan joined Financially Speaking, Inc. in June 2021. Devan’s responsibilities include establishing new accounts, transferring assets and accounts, coordinating meetings, providing superior client service, and supporting the team with various initiatives.  Devan graduated from the University of Texas at Austin in 2020 with a B.A. in Business Administration, including a specialization in finance and investment management.  Devan aspires to one day become a Certified Financial Planner.

Devan Ballou

PORTFOLIO ACCOUNTING & TRADING

Devan joined Financially Speaking, Inc. in June 2021. Devan’s responsibilities include establishing new accounts, transferring assets and accounts, coordinating meetings, providing superior client service, and supporting the team with various initiatives.  Devan graduated from the University of Texas at Austin in 2020 with a B.A. in Business Administration, including a specialization in finance and investment management.  Devan aspires to one day become a Certified Financial Planner.