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The Medfinity Financial Team

Medfinity Financial was specifically created for Physicians & Dentists. Our team is committed to learning about our client’s individual situation and how to effectively coordinate each financial decision into their larger financial picture. We understand the unique financial opportunities and issues that being a Physician and/or Dentist presents. We are knowledgeable on the various student loan programs, own-occupation specialty-specific disability protection, aiming to reduce the tax impact on wealth building, using asset management strategies, with the goal of reducing financial stress, and positioning our clients to enjoy their money throughout their lives. Additionally, we have experience with the local hospital systems, their benefit packages, and coach our clients on the best way to coordinate all of their financial decisions. We are confident we will provide an educational experience that is based on proven economic principles and delivers real results

Experienced

The Medfinity Financial Team has over 40 years of experience helping Physicians and Dentists coordinate their financial decisions in an effective and efficient manner. They have helped hundreds of individuals with their personal planning needs and are regularly asked to speak on the topic. Additionally, their parent firm Lucido-Morris Wealth Management has almost forty years of experience providing financial guidance to the medical and dental community of Michigan and Northwest Ohio.



 

Chad was born and raised in southeastern, Michigan. He has a business degree from Eastern Michigan University and a MBA from Liberty University. Chad spent eight years with Cardinal Health serving as a project manager and in various...

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Timothy grew up in Holt, MI, graduated from Albion College with a degree in mathematics, and has a master’s degree from Wayne State University in education. He started his career as a high school math teacher, baseball, and...

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Aaron grew up in Lake Orion, MI and graduated from Central Michigan University in 1994 with a Bachelor of Arts degree in Interpersonal & Public Communication and Management. Since joining the financial services industry in 1996 he has...

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