- Our Story
Our past, present and future.
At Luminate Financial Services, we’re listening. We know you want:
- Top quality service — We promise the utmost in diligence, ethics and confidentiality at all times.
- Prompt attention to your needs — We’ll return your calls, emails and other contacts as quickly as possible!
- Timely response to your wealth care issues — You’ll have regular and frequent reviews of your portfolio by our experts.
- Information of value — We’ll make regular and consistent contacts through email alerts, a newsletter, educational seminars, and more; all with information you can use.
- Fair and reasonable fees — You’ll receive a full explanation in advance, of how fees are calculated and invoiced.
- To know your advisors will be there for you — We offer lifetime care for your wealth design needs.
The Core Team
- Murray A. Johnson, III
President and CEO - Jasper E. Mallard
- David H. Houston
- Erin Lauffer
V.P. Operations
Our Partners
- Shane Johnston
- Judith Seid, CFP™