Wendy Lucas is a financial advisor with Primerica Advisors in Mount Vernon, WA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Primerica Advisors since 1995 and Primerica Financial Services since 1994. Outside of her advisory role, she is a partner at Lucas & Associates, Inc., a firm formed for Primerica business purposes, and is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and provides services via a tiered wrap-fee structure.

Robert Walker is a financial advisor with Primerica Advisors in Mt Vernon, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with PFS Investments, Inc. since 2010 and Primerica Financial Services since 1994. Outside of advisory activities, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-driven strategies and selective separately managed account options for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers while delegating trading responsibilities to BNY Mellon Advisors.

Christian Woolfolk is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has been associated with Primerica Financial Services since 2015 and has experience working at various firms including Empower Retirement LLC and DoorDash Inc. Woolfolk is also employed at Recreational Equipment Inc. and PFS Investments Inc. outside of his advisory role. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm delivers advisory services through a large network of advisors who utilize model-based investment strategies created by unaffiliated asset managers.

Tamara Drake is a financial advisor with Primerica Advisors in Mt Vernon, WA, holding Series 63 and Series 65 designations and six years of industry experience. She has been with Primerica Advisors since 2020 and previously worked at Camano Island Dental Center and the Seattle Arch Diocese. Outside of her advisory role, she is the owner of Camano Cottage LLC, providing administrative and business support services. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies from unaffiliated asset managers and operates at scale with approximately $15.5 billion in assets under management.