PRESIDENT AND CEO, MONTEREY FINANCIAL HOLDINGS, LLC/MONTEREY FINANCIAL SERVICES, LLC
Shaun Lucas has been president and CEO at Monterey Financial Services, LLC, for four years and has been with the company for nearly 24 years. He was previously the VP of Operations and executive VP. Founded in 1993 and based in Oceanside, Monterey Financial Services LLC’s mission is to empower businesses with the ability to optimize sales and cash recovery. It is also invested in aiding and empowering their local community organizations to thrive. Lucas earned a B.S. in biochemistry at Idaho State