Phillis Lucci applies her more than 30 years of experience in the financial services industry to everything from Client Services—to assisting the Financial Planning Team with research and preparation for client meetings.

Prior to joining William Mack and Associates, she worked at investment firm Munder Capital Management as a Senior Performance Specialist.

Phillis earned her Bachelor of Business Administration in Marketing from Walsh College in Troy. She enjoys spending time with her family and friends, cooking and baking.