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Our Story

Started in a Garage,
Driven by a Vision

When Tami and Chuck Lucius founded Gradient Financial Group in 2005, they had a small
but passionate staff, a rented garage, and a conviction that financial
professionals deserved a better way to do business.

When Tami and Chuck Lucius founded Gradient in 2005, they had a small but passionate staff, a rented garage, and a cement gorilla nobody could explain.

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Our HIstory

Built different from day one

Gradient Financial Group was built by entrepreneurs who forged new paths that competitors would follow,
fueled by long hours, sharp focus, and a willingness to challenge convention.
More than twenty years later, that same spirit still runs the company.

Gradient was built by entrepreneurs who forged new paths that competitors would follow, fueled by long hours, sharp focus, and a willingness to challenge convention. More than twenty years later, that same spirit still runs the company.

our mission

Connecting you to a confident
financial future

Connecting you to a confident financial future

The drive that built Gradient Financial Group still runs it today, focused on one thing: helping financial professionals build a stronger, more independent business.

The drive that built Gradient still runs it today, focused on one thing: helping financial professionals build a stronger, more independent business.

Our Values

Values you can build on

The values that built this company still guide every decision today. For the advisors we serve,
that means a partner who stays consistent, follows through, and keeps your business at the center.
Not a poster on a wall. The way we work with you.

The values that built this company still guide every decision today. For the advisors we serve, that means a partner who stays consistent, follows through, and keeps your business at the center. Not a poster on a wall. The way we work with you.

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 success

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

Build relationships

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

OUR TEAM

The people who built Gradient

The people who lead Gradient Financial Group share one focus: helping independent advisors grow.
Get to know the leadership team behind the mission.

The people who lead Gradient share one focus: helping independent advisors grow. Get to know the team behind the mission.

Chuck Lucius

Founder
Gradient Financial Group

Tami Lucius

Founder
Gradient Financial Group

Beau McGraw, Esq.

President
Gradient Financial Group

Brian Lucius

Chief Distribution Officer
Gradient Financial Group

Joe Norlin

Chief Financial Officer
Gradient Financial Group

Michael Johnson

Chief Information Officer
Gradient Financial Group

Jay Guerin

Advisor Development Officer
Gradient Financial Group

Grace Ryan, leadership team

Grace Ryan

Vice President of Administration
Gradient Financial Group

Chad Roelser

President
Gradient Annuity Brokerage

Nathan Akers

Director
Gradient Life Brokerage

Michael Binger

President
Gradient Investments

Rob Nelson, Leadership team

Rob Nelson

President
Gradient Securities

Clarence Knox

Director
Gradient Advisors

Brian Eck, leadership team

Brian Eck

Director
Ascentium Insurance Solutions

Sheri Mushel

President
RIA Registrar

David Johnson

Director
Case Central

Carlyn Hosking, leadership team

Carlyn Hosking

Vice President
Luson Media

Chase Cameron, leadership team

Chase Cameron

Vice President
Luson Media

Jack Leach

President
Meraki Private Equity

Alan Woldt

Managing Director
Meraki Private Equity

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