Get to Know
Jacqui & CJ
JACQUELINE OPREAN
Jacqueline began her career as a financial advisor at Morgan Stanley in 2012 while earning her MBA at Walsh University. As a Financial Planning Specialist, she supported businesses and individuals in retirement planning and led a team dedicated to assisting advisors with client financial plans. Later, as Business Development Manager for NOWPAC, she connected advisors with firm resources to drive growth and improve proficiency.
At Edward Jones, Jacqueline focused on high-net-worth individuals and business owners, developing a passion for helping them identify, grow, and protect their assets. She earned the Certified Exit Planning Analyst designation to expand her offerings in business growth, protection, and exit strategies.
As co-founder and CEO of Lumina Wealth Management, Jacqueline and her team aim to illuminate the path to independence for individuals and businesses through strong relationships and personalized planning. With Jacqui, if there's a gap to fill, topic to research or question to answer, she is tenacious and determined to go above and beyond.
CJ STERIOUS
Chris J Sterious is the President of Lumina Benefits, bringing over 25 years of experience in the employee benefits space. With a deep focus on midsize self-insured groups, Chris is committed to helping businesses eliminate the impact of rising healthcare costs on their bottom line.
Before founding Lumina Benefits, Chris served as Vice President of Sales for a national benefits firm, where he led strategic growth and client solutions. Today, he leverages his expertise to deliver innovative, cost-controlling benefit strategies tailored to each client's unique needs.
Born and raised just outside of Philadelphia, Chris still calls the area home, where he lives with his wife and three children.
Wealth Management Solutions
SFS provides Wealth Management solutions through its sister company, Lumina Wealth Management (a TMG Company).
Lumina Wealth Management seeks to support, guide, and bring solutions to business owners from a holistic perspective with regard to personal and professional financial planning and wealth management. This is accomplished through the following services and solutions:
Wealth Management Solutions
SFS provides Wealth Management solutions through its sister company, Lumina Wealth Management (a TMG Company).
Lumina Wealth Management seeks to support, guide, and bring solutions to business owners from a holistic perspective with regard to personal and professional financial planning and wealth management. This is accomplished through the following services and solutions:
Our Blog
Welcome to the Lumina Financial blog, where we illuminate the path to financial independence and personal growth. Dive into wealth management insights that empower you to make informed decisions, explore the evolving landscape of insurance benefits to protect what matters most, and discover coaching topics designed to enhance your leadership skills.
Join us on this journey to unlock your potential and achieve your financial goals!
Blogs Posts
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ERTC
We deliver exceptional value through a wide range of features meticulously crafted by our team to provide every customer with the best possible experience. Explore the main features today.
R&D CREDITS
We deliver exceptional value through a wide range of features meticulously crafted by our team to provide every customer with the best possible experience. Explore the main features today.
SETC
We are committed to delivering the highest level of support to our customers and we work tirelessly to maintain our rigorous standards of quality and excellence. Customer service is the cornerstone of our operations, ensuring your satisfaction at every step.