Senior Wealth Investment Counselor
Fisher Investments
Your Senior Investment Counselor is your primary point of contact at Fisher Investments. They will work in tandem with the rest of your service team to deliver a comprehensive and cohesive approach to addressing all of your wealth management needs. Lucas joined Fisher Investments in 2020. He has worked in the financial services industry since 2016, with experience at Merrill Lynch and Fidelity. Lucas earned a Bachelor of Arts in Business from Azusa Pacific University. Specialized Service Team Your Senior Investment Counselor can connect you with the individuals below to address any needs you have. Click here to read more about our service structure and the resources available to you. Craig joined Fisher Investments in 2023 and has worked in the financial services industry for more than 10 years. Previously, he worked as an Advanced Financial Planner and Consultant at Hilltop Securities and Gilhang & Hays Financial Management Group. In addition to being a CFP ® professional, Craig earned a Bachelor of Arts and Master of Arts in History from Sam Houston State University and a Master of Theology from Dallas Theological Seminary. Josh Hubman Josh joined Fisher Investments in 2022 and has worked in the financial services industry for more than 15 years. In addition to being a CFP® professional, Josh earned a Bachelor of Science in Finance and Sport Management from SUNY Brockport. Sanford Scott Sanford joined Fisher Investments in 2019 and has more than 30years of legal experience. Previously, he practiced law in Nevada, specializing in estate planning, probate, asset protection and business transactions. Sanford earned a Bachelor of Science, MBA, and JD from Brigham Young University and holds an LLM in Taxation from the University of the Pacific’s McGeorge School of Law. Zane joined Fisher Investments in 2024 as an Estate Planning Professional. Before joining the Fisher team, Zane was in private practice as a Texas attorney for nearly fifteen years. Zane received a bachelor’s degree from Pepperdine University, majoring in political science. He then attended St. Mary’s School of Law in San Antonio, Texas, where he received his Juris Doctorate. Ryder joined Fisher Investments in 2013. In the Portfolio Evaluation Group, Ryder specializes in personalized portfolio analysis and investment strategy recommendations. Associate Investment Counselor Evan joined Fisher Investments in 2022. Before becoming an Associate Investment Counselor in 2025, he served as a Quality Control Associate. Evan earned a Bachelor of Business Administration in Business Analytics from the University of North Texas. Client Services Specialist Logan joined Fisher Investments in 2024. He earned a Bachelor of Science in Finance from University of South Florida. Client Services Specialist James joined Fisher Investments in 2024. He earned a Bachelor of Business in Finance from the University of Kentucky. Client Services Specialist Carter joined Fisher Investments in 2024. He earned a Bachelor of Science in Economics from Michigan State University. #J-18808-Ljbffr Fisher Investments
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