Chelsea Nicole Lucas

Chelsea brings nearly two years of specialized experience in operations, new business processing, account transfers, and compliancefocused workflows. With a detailoriented and systemsdriven mindset, she ensures every process at Bauman Wealth Advisors is accurate, efficient, and built for longterm consistency.

Her expertise includes new account onboarding, asset transfers, annuity processing, suitability documentation, Schwab workflows, SharePoint development, workflow optimization, process automation, and data reporting. Chelsea is committed to strengthening internal systems so advisors can fully focus on serving clients.

She studied Business Administration with an accounting focus at Cal State San Marcos and continues to pursue professional development in accuracy, compliance, and operational best practices. She is currently preparing for the Series 65 exam.

Grounded in her faith and devoted to her family, Chelsea finds joy in raising her children and creating a loving, stable home. In her free time, she enjoys organizing, reading, working on cars, building home projects, and pursuing personal growth through longterm goal setting.

Chelsea values being part of a team that truly impacts families’ futures. She takes pride in delivering precision, structure, and empathy, ensuring clients feel supported and cared for every step of the way. She meets clients exactly where they are, offering patient, stepbystep guidance for those who need a steadier hand throughout the process.