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Daric Lucero

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.