Lucky Luv

Chief Cuddle Officer

Lucky Luv is our Chief Cuddle Officer and resident morale expert. As a Coton de Tulear, often called the “Royal Dog of Madagascar,” he’s known for his cheerful personality, affectionate nature, and remarkable ability to make people smile.

Whether he’s offering a cozy snuggle, checking in on the team, or proudly accepting his role as unofficial taste-tester, Lucky brings warmth, laughter, and a little extra joy to our days. He reminds us that even in the middle of important financial decisions, it’s okay to slow down, take a breath, and appreciate the little things.

When he’s off duty, Lucky enjoys long walks, making new friends, soaking up the sunshine, and spending time with his family. More than anything, he’s a daily reminder that behind every financial plan are real people, real families, and relationships that matter.

Lucky handles the cuddles and office morale. We’ll handle the financial questions. If you’re looking for thoughtful advice from people who genuinely care, we’d welcome the opportunity to get to know you.