DGE 5320 Lucy Walther

Club: Irvine

 

Lucy joined Rotary in 1996 and has been a member of the Irvine-Spectrum and the Newport-Irvine Rotary Clubs.  As a member of these clubs, she has held many of the Avenues of Service Director positions.  She became President of the Irvine Club in 2012-2013 and lead her club to earn Best Club in the District for the first time in the club’s history.  The club has since gone on to achieve Best Club each of the following two years, 2013 and 2014. 

Lucy has served two terms as an Assistant Governor and chaired the 2015-2016 joint District Conference with the San Diego district.  She has also served on the District Strategic Planning Committee and the Nominating Committee. 

Lucy is a Financial Advisor and Certified Financial Planner for Edward Jones in Newport Beach, California and has had her practice for 20 years.  Of the 14,000 branches in Edward Jones, Lucy’s branch ranks in the top 50 for client service excellence and revenues.  She has attended the Barron’s Top Women Advisors Summit in Boca Raton for several years.  Her office is staffed by two incredible assistants, Kristine Ahn and Dianne Mayne. 

Lucy’s previous business experience is in Marketing, Business Development and Strategic Planning for Baxter Healthcare Corporation and Smith and Nephew International.  She has a Bachelors in Business from Elmhurst College, Elmhurst, Illinois; a Masters in Management from Northwestern University, Evanston, Illinois; and a Certified Financial Planning (CFP) credential from the College of Financial Planning, Denver, Colorado.

 

Lucy has a beautiful daughter, Natalie, who is starting her doctor’s Residency in July, 2017 at Cleveland Clinic, Cleveland, Ohio.  She will specialize in Osteopathic Medicine, Pulmonary Critical Care.  Lucy shares her Irvine home with her dog, Hershey, and her cat, Pumpkin!

PREP Training Schedule

Name: PREP
Date: Saturday, November 18, 2017 and
Saturday, December  2, 2017
Time: 8:00 a.m. to 12:00 noon,
Location: District 5320 Office – 2970 East La Palma Avenue, Suite P, Anaheim, CA  92806.
Refreshments: Coffee and Refreshments