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Gradient Financial Group


Connecting you to a confident financial future.

Gradient Financial Group, LLC maintains the internal shared services that connect the entire Gradient family of companies. From accounting to human resources to information technology and corporate communications, Gradient Financial Group helps us connect you to a confident financial future.

Show Up Ready to Play

We show up on time, focused and prepared to do our best work.

No Shortcuts

We consistently look for a new and better way. We do the right thing the right way.

Take it to Done

Excellence is expected. We take action and find a way to move things forward.

Win the Day

Attitude is everything. We care about what we do and how we do it.

Celebrate Successes

We’re in this together. We take the time to celebrate our accomplishments.

Build Relationships

Community is key. We support each other, give back and leave plenty of room for fun.

The spirit of our operation is driven by a simple mission: Connecting you to a confident financial future. For everyone, that means something different — our business is designed to be agile enough to help you get there, no matter what your goals are.

For more than a decade, our Founders Charles (Chuck) and Tami Lucius worked tirelessly to build a financial services organization inspired by family and guided by doing the right thing for our customers and theirs. Because the needs of both financial services professionals and their customers are ever-evolving, that means we needed to build a business capable of growing with them.

Within the Gradient Financial Group family of companies, there are many options for how you might choose to grow your business, but one thing stays the same — our investment in systems designed to provide confidence in the future you’re building for yourself.

Leadership


Chuck Lucius

Founder

Tami Lucius

Founder

Nate Lucius

President

Nikki Foley

Chief Administrative Officer

Brian Lucius

Chief Marketing Officer

Alex Wasserburger

Corporate Counsel

Joe Norlin

Chief Financial Officer

Michael Johnson

IT Director


Chad Roesler

President

Gradient Annuity Brokerage

Alan Sommervold

President

Gradient Life Brokerage

Michael Binger

President

Gradient Investments

Dave Leflar

President

Gradient Securities

Adam Estall

President

Gradient Advisors

Nate Best

Project Manager

Ascentium Insurance Solutions

Sheri Mushel

President

RIA Registrar

David Johnson

Director

Case Central

Joe Branco

President

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