Broker Check

Our Team

Daric Lucero

President, Investment Advisor Representative



Daric grew up on the Central Coast of CA and had degrees from the University of California at Santa Cruz and Boston University.

He has lived in Ashland since 2000 and is the proud parent, along with his wife, of four children. He originally came on board in 2007 and assumed the presidency of the company in 2009. One of Daric's interests is sustainable and socially responsible investing particularly with emerging technologies. 

Outside of work, Daric enjoys attending his kids' school events, and their water-polo, soccer and volleyball games in addition to backpacking, hiking, mountain biking and attending both the Ashland Independent Film Festival and the Shakespeare Theatre Festival. 

Alan Steed

Investment Advisor Representative



Alan grew up in California and has a degree in Economics from the University of California at Davis. 

He joined this RIA firm in 2012, bringing a breadth of knowledge and experience to the practice. Following 5 years with the Peace Corps, he held the position of General Manager for a San Francisco based company that grew from a local supplier to a national distributor during his tenure, spent 6 years in the Global Business Consulting arena culminating as CEO and President, plus he owned his own retail business for 4 years prior to embarking on a career in the investment industry. 

Alan and his wife have lived in Ashland since 2003 and his children and grandchildren line in San Francisco, CA, Corvallis, OR and Mexico City. 

Outside of work, Alan enjoys travel, golf, hiking, all the regional cultural events offered in Southern Oregon and spending quality time at home with his family.