Meet the LFP Team

Founder and President of LOTUS Financial Partners, Lucila Williams is a CERTIFIED FINANCIAL PLANNER® professional with over a decade of experience.  Lucila’s personal experience has made her passionate about working with women, couples and small business owners. 

Growing up with a widowed, incredibly resourceful mother, Lucila truly understands the challenges single, widowed, and divorced women face in today’s world.  Lucila finds joy in helping her clients build financial plans that provide suitable strategies and are designed for the future they envision.

Lucila has seen the negative impact that poor communication about finances can have on relationships.  She enjoys challenging couples to improve both their financial lives and their communication skills surrounding money.

Lucila has been a small business owner for most of her working life.  She is incredibly passionate about helping small business owners step away from the day-to-day operations and look at the long-term financial picture.  Lucila knows the challenges small business owners face and loves to help them translate all that hard work in pursuit of true financial freedom.

Credentials

  • Certified Financial Planner (CFP®) Designation
  • Chartered Financial Consultant (ChFC®) Designation
  • Bachelor of Science in Business Management
  • Successfully completed the FINRA Series 6, 63, 65 Securities Registrations
  • Life, Health and Long-Term Care Insurance Licenses

 

Wendi Strom is the latest addition to the LOTUS team!  She has been in financial services since the year 2000.  Being that she is smart, kind and service oriented, she's a wonderful addition to our LOTUS team.  Wendi is a passionate champion for women’s financial well being and investment literacy which shows both in her personal and professional life.  After seeing too many women not getting what they needed from the world of financial professionals, Wendi decided to dedicate her practice to helping women be confident in their finances.  Outside of LOTUS, Wendi is currently serving as the president of Financial Planning Association of Colorado.

Credentials

  • Certified Financial Planner (CFP®) Designation
  • FINRA Series 7, 66 and 63 Securities Registration
  • Life, Health and Long-Term Care Insurance Licenses

 

Colleen Shaw is the LOTUS Financial Partners Relationship Manager and has over nine years of experience.   She is dedicated to customer service and keeps the office running smoothly.  Colleen is the point of contact for scheduling appointments and all things administrative.  Over the years clients have come to know her as a true advocate and diligent problem-solver.

 

 

 

 

 

 

Matt Flood joined the practice in 2014 as a Financial Analyst in charge of special projects.  He now serves as the Practice Manager and will be helping guide the practice through some new and exciting changes in the coming years.  He brings an extensive background in corporate accounting and financial analysis to the practice, helping to round out the LOTUS team. 

 

 

 

 

 

 

Anna Williams is the Communications Coordinator here at LOTUS Financial Partners.  While Anna has already attained her goal of retirement, we are fortunate to have her part-time assistance scheduling client meetings.  And yes, she is Lucila's mother!

 

CFP®, CERTIFIED FINANCIAL PLANNER™ are certification marks owned by Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements