Jonathan English founded and now leads LUCA Wealth asPresident and Managing Director. He is a fiduciary investment advisor with morethan 20 years of experience in financial planning, investment management, andretirement income planning. Jonathan serves energy-company retirees (includingformer employees of Exxon, Chevron, ConocoPhillips, Shell, and other corporate retirementplan participants), high-income pre-retirees ages 55-70, and business ownersnavigating tax structure, income design, and retirement decisions.

Before founding LUCA Wealth Management, Jonathan advisedclients through investment firms, banks, and wealth management platforms,gaining broad experience across market cycles, retirement transitions, andmulti-generational planning. He holds the Series 65.

His planning philosophy is straightforward: retirementshould be clear, confident, and tax-efficient. He builds integrated advisory plansthat coordinate investment strategy, lifetime income planning, tax-efficientstrategies (coordinated with affiliated CPAs), Roth conversion analysis, SocialSecurity timing, and risk and estate planning. His objective is to helpfamilies simplify complex financial decisions and make informed, tax-awarechoices over time.

Jonathan works closely with a large team of affiliated CPAsat LUCA Financial (a separate entity in the LUCA family of companies). He alsoworks with LUCA Financial’s tax advisors to help provide coordinated,year-round planning with detailed tax modeling. As he says, “Retirementconfidence doesn’t come from products, it comes from a plan.”

Jonathan lives in Katy, Texas, with his wife, Joy, and theirchildren, and is active in their church, local schools, and the Katy/WestHouston community.

As President of Luca Financial, Brett Arnold has committed his career to working with Small Business Owners and Entrepreneurs, with a focus on providing Fractional CFO and Tax Planning services. Brett’s passion is to help each client grow their business, minimize their tax liability, and truly understand what story their financial statements are telling.

Prior to this role, Brett spent more than 10 years working with global corporations in many capacities, mostly handling complex accounting and financial reporting. In addition to Luca Financial, Brett also serves as Adjunct Professor for various universities where he teaches Accounting and Finance courses. With this experience, he has developed a comprehensive team and is extremely knowledgeable about the best practices and processes to make sure your accounting is exactly what you need for your organization and stakeholders.

Brett holds a Master of Accountancy (MAcc) from The University of Tulsa and a Bachelor’s Degree in Management from Evangel University. Additionally, he is also a Certified Public Accountant (CPA), holding licenses in Texas and Oklahoma.

Jordan works as the Client Success Manager at Luca Financial. She utilizes her exemplary organizational and administrative skills to keep our clients and team on-task and always moving forward. She has an attention to detail and an eye for accuracy that serve her well in this role.

Before joining Luca Financial, Jordan owned her own small business, an upscale women’s clothing boutique. Additionally, she has served as a personal stylist and buyer for Nordstrom in Dallas & Chicago where she worked with high-net-worth clients. Jordan leverages both her customer service experience and her entrepreneurial spirit to provide an invaluable service to Luca!

When she isn’t working, Jordan spends her time with her husband and their two boys… either at the ball fields or knee-deep in legos! Jordan holds a Bachelor’s Degree in Fashion Merchandising from Missouri State University.

Joy was born and raised in Bowling Green, Kentucky and carries a deep-rooted love for the Bluegrass State.

She is a proud alumna of Western Kentucky University where she pursued a degree in Elementary Education. After graduation she moved to Cincinnati where she worked for 5th/3rd Bank as a commercial loan servicer for several years before deciding to move to Texas to finish her teacher certification at the University of Texas at Dallas.

For the past 22 years, Joy has called Texas her home.  She taught for 8 years in Frisco, TX before moving with her family to  Katy, TX in December of 2011. Since then she's served as a stay at home mom raising her two children. Joy is happily married to Jon and the mother to Brynlee (14) and Brooks (12). In her free time, Joy enjoys working out, reading, attending bible studies, and subbing for a small christian school in the community.

Joy is the proud wife of Jon and is looking forward to aiding him in this new chapter of his career. She is looking forward to working and helping new clients of Luca Wealth. She is dedicated to making sure Luca's clients have a pleasurable and successful relationship with the team at Luca!