We have built our firm around what our clients need.

As a native Texan hailing from South Texas, Jonathan's roots run deep in the Lone Star State. He was born and raised in South Texas where his family has lived since the mid 1970’s. He also pursued his education at Texas State University in San Marcos, TX where he honed his knowledge and skills in the field. Jonathan has spent over 20 years in the finance and investment management world including 12 years with a large Investment firm in Houston, TX.

When he's not immersed in his professional pursuits, Jonathan prioritizes quality time with his spouse, Joy, and their two children, Brynlee (14) and Brooks (12). Soccer plays a central role in their lives, with both children excelling in the sport and actively participating in soccer clubs in the Houston Area.

The family enjoys vacationing, indulging in snow skiing adventures, beach trips, and relishing those cherished weekends spent relaxing at home by the pool. These shared experiences strengthen their bond and provide a well-deserved respite from their bustling lives.

Jonathan's professional licenses include the Series 65 Securities License and Life Insurance License, illustrating his commitment to maintaining the highest standards of professionalism and expertise. Notably, he operates as a fiduciary, placing the best interests of his clients at the forefront of every decision he makes.

With Jonathan's vast experience, dedication to client success, and his passion for the industry, he is poised to make a significant impact on your financial journey. Whether you're seeking expert investment management, personalized financial planning, or comprehensive advice, Jonathan possesses the knowledge and skills to guide you towards your goals.

As President of Luca Financial, Brett Arnold has committed his career to working with Small Business Owners and Entrepreneurs, with a focus on providing Fractional CFO and Tax Planning services. Brett’s passion is to help each client grow their business, minimize their tax liability, and truly understand what story their financial statements are telling.

Prior to this role, Brett spent more than 10 years working with global corporations in many capacities, mostly handling complex accounting and financial reporting. In addition to Luca Financial, Brett also serves as Adjunct Professor for various universities where he teaches Accounting and Finance courses. With this experience, he has developed a comprehensive team and is extremely knowledgeable about the best practices and processes to make sure your accounting is exactly what you need for your organization and stakeholders.

Brett holds a Master of Accountancy (MAcc) from The University of Tulsa and a Bachelor’s Degree in Management from Evangel University. Additionally, he is also a Certified Public Accountant (CPA), holding licenses in Texas and Oklahoma.

Jordan works as the Client Success Manager at Luca Financial. She utilizes her exemplary organizational and administrative skills to keep our clients and team on-task and always moving forward. She has an attention to detail and an eye for accuracy that serve her well in this role.

Before joining Luca Financial, Jordan owned her own small business, an upscale women’s clothing boutique. Additionally, she has served as a personal stylist and buyer for Nordstrom in Dallas & Chicago where she worked with high-net-worth clients. Jordan leverages both her customer service experience and her entrepreneurial spirit to provide an invaluable service to Luca!

When she isn’t working, Jordan spends her time with her husband and their two boys… either at the ball fields or knee-deep in legos! Jordan holds a Bachelor’s Degree in Fashion Merchandising from Missouri State University.

Joy was born and raised in Bowling Green, Kentucky and carries a deep-rooted love for the Bluegrass State.

She is a proud alumna of Western Kentucky University where she pursued a degree in Elementary Education. After graduation she moved to Cincinnati where she worked for 5th/3rd Bank as a commercial loan servicer for several years before deciding to move to Texas to finish her teacher certification at the University of Texas at Dallas.

For the past 22 years, Joy has called Texas her home.  She taught for 8 years in Frisco, TX before moving with her family to  Katy, TX in December of 2011. Since then she's served as a stay at home mom raising her two children. Joy is happily married to Jon and the mother to Brynlee (14) and Brooks (12). In her free time, Joy enjoys working out, reading, attending bible studies, and subbing for a small christian school in the community.

Joy is the proud wife of Jon and is looking forward to aiding him in this new chapter of his career. She is looking forward to working and helping new clients of Luca Wealth. She is dedicated to making sure Luca's clients have a pleasurable and successful relationship with the team at Luca!