Lucy Lam

Operations Manager

Lucy has over 20 years of experience working with high net worth individuals and families. Lucy worked as Operations Manager for fee-only RIAs for the past 12 years at Fluent Wealth Partners and PWJ Wealth Management. Prior to this, Lucy worked at Comerica Bank’s Private Banking and Wealth Management division.

Investment advisory services provided by Werba Rubin Papier Wealth Management, LLC ("Werba Rubin Papier").