Anna Lucas
Certified Credit Union Financial Counselor 503.431.0597 [email protected] Community Partnership Advocate
Anna has been part of the credit union world for over twenty years. With an educational background in business and accounting, she enjoys working with numbers. Her goal is to create a safe space for people to feel comfortable asking questions and discussing concerns openly. One of her favorite things to do is to celebrate wins with her coaching clients.
Anna enjoys relational coaching, which places an emphasis on the relationship aspect of financial coaching. In her free time, Anna enjoys traveling, hiking, reading, and spending time with her family.
Experience and Certifications
- Certified Credit Union Financial Counselor
- Educational Background in Business and Accounting
- Familiarity with Financial Trauma
Affiliations
- Association for Financial Counseling and Planning Education
Email Anna today at [email protected] to set up a financial coaching session!