Stephani Lucas is the founder and CEO of the Annuity Consultants, a boutique FMO she founded in 2010. TAC specializing in annuities, life insurance, disability income, long-term care, and Asset Based LTC. After almost 20 years in the insurance/financial sector, she grew frustrated by the lack of depth and egocentric business practices. Out of her passion to change the industry from the inside out, she launched the Heart Centered Planning Series, a series of guides and webinars that focus on the transformative value that mindfulness and meditation can have for your business and daily life. She holds a bachelor’s degree in International Business with a focus on leadership and management with a dual degree in marketing from the Arizona State University W.P. Carey School of Business, lives in her lovely home in Austin, TX,.
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