Nicholas is the founding partner of Lucid Advisory & Finance and has developed a unique skill set combining his financial accounting & audit knowledge with experience in tech-savvy cloud systems. Nick loves to chat with small business owners about their plans and ambitions and work with them as they grow and succeed. His background brings experience from public accounting, internal audit, IT systems and attempting to raise children.
Jeff’s focus and passion is working with small business owners to protect and grow their business and personal net worth through permanent tax planning strategies. With a Master’s degree in taxation, several years experience in public accounting and the preparation of thousands of small/start-up business tax returns, there are few tax situations Jeff hasn’t seen. When not preparing taxes, Jeff is a family man who competes in Ironman Triathlons.
James has been with Lucid Advisory & Finance since February of 2012. Bringing experience in retail, internal audit, IT, and public accounting, James plays a key role in managing and providing value to over 25+ clients. James enjoys helping business owners understand how their business is functioning financially and assisting them to maximize their value. James is an avid reader, biker, and family man.
Dianne has earned two degrees. She possesses an Associate Degree from UVU with emphasis in Math, and a BS in Accounting from Utah State University. When not performing accounting functions, you will find Ms. Singleton serving in the local community. She belongs to the PTA and the Parent Orchestra Guild. When not volunteering, you can find her in her kitchen creating some new recipe.
Dana combines her passion for language and psychology as our inbound marketing specialist. She enjoys creating targeted, helpful content that informs, engages, and educates Lucid Advisory & Finance readers. Dana recently moved to a small farm with her husband where they ambitiously are tackling the adventure of raising sheep and chickens, and are welcoming their first baby in December.
Tamanna graduated from BYU with a Master’s in Accounting and worked for Microsoft Finance for 4 years. She loved her time at the Internal Audit Department there and her short stint with the Investigations Unit as well. She is mother to a little boy and loves running marathons. She lives in Seattle, WA with her family where they love to explore the outdoors and go on adventures together.