About Lucid Management
Built on clarity.
Driven by trust.
Lucid Management was founded to eliminate the confusion in personal and business finance. We combine tax, credit, and funding strategy under one transparent roof.
Our philosophy
Wealth starts with understanding.
Too many financial firms rely on jargon, hidden fees, or seasonal transactions. Clients walk away without knowing what was done or what to plan for next.
That is why we built Lucid Management. "Lucid" means clear, transparent, and easy to understand. When you work with us, you get direct answers, plain-language explanations, and a partner who stays connected all year long.
Whether you are a freelancer, a small-business owner, or a family preparing for a major milestone, our goal is to empower you with knowledge so you make confident moves.
Our core values
What we stand for every single day.
Integrity first
We do right by you, even when it is not the easiest path. Trust is the one thing we are not willing to compromise.
Total transparency
No fine print, no fear tactics — just clarity every step of the way. You always know where you stand and what happens next.
We don't disappear
When an issue comes up after the paperwork is filed, we are still here — and we have built a trusted network of partners to make sure you are covered.
A relationship, not a transaction
Our best clients become family. That is not a tagline — it is how we operate, year after year.
Leadership
Meet our team
The same leaders you see here are the ones who answer when you call.
James Alteus
Co-CEO
James Alteus is Co-CEO of Lucid Management, a visionary entrepreneur and strategic leader dedicated to building organizations rooted in leadership, systems, and integrity. His approach centers on creating structure, developing strong leaders, and implementing systems designed for sustainable growth. James believes true leadership is not defined by a title, but by the ability to set a standard, create opportunities, and empower others to succeed. At Lucid Management, he leads with a clear vision: build with purpose, operate with integrity, and create systems that turn ambition into lasting success. For James, success is bigger than business—it is about building wealth, developing leaders, and creating a legacy that lasts for generations.
Ricky Leon
Co-CEO
Ricky Leon is Co-CEO of Lucid Management, a driven entrepreneur and influential leader committed to creating a company built on vision, discipline, innovation, and integrity. With a strong focus on growth and leadership, Ricky works to establish the foundation, systems, and culture necessary to build an organization that can scale with purpose. He believes impactful leadership is demonstrated through action—setting the tone, raising the standard, and creating pathways for others to reach their potential. At Lucid Management, Ricky is dedicated to transforming ideas into action, strengthening the organization from the inside out, and building a platform designed to create meaningful opportunities for clients, partners, and future leaders. To Ricky, success is measured not only by business results, but also by the people developed, opportunities created, and legacy built through today's work.
The leaders behind every engagement
Kevin Achille
Chief Marketing & Business Officer (CMO / CBO)
Kevin Achille is a growth-focused entrepreneur and financial services strategist with experience in tax preparation, credit repair, and business development. As Chief Marketing and Business Officer at Lucid Management, he leads the company's brand strategy, client acquisition, strategic partnerships, and business growth initiatives. Known for his relentless work ethic and execution-driven mindset, Kevin focuses on turning vision into measurable growth, creating new opportunities, and positioning Lucid Management for long-term success.
Eddie Bazile
Chief Operating Officer
Eddie Bazile serves as Chief Operating Officer of Lucid Management, where he oversees daily operations, business growth, and the execution of the company's strategic vision. Known for his strong work ethic, sharp business mindset, and results-driven leadership, Eddie develops systems that help the organization operate efficiently while delivering exceptional value to its clients. His commitment to innovation and long-term growth helps position Lucid Management as a trusted resource for individuals and business owners seeking to strengthen their financial future.
Austin Cooper
Chief Financial Officer
Austin Cooper is a finance executive and entrepreneur with experience spanning the U.S. Department of Defense, Draper Laboratory, and National Grid. After achieving significant profitability in the tax industry, Austin founded and operated multiple businesses, developing expertise in profitability, budgeting, forecasting, revenue analysis, and strategic financial planning. Austin joined Lucid Management as Chief Financial Officer, where he focuses on building a scalable financial foundation, maximizing profitability, and using data-driven forecasting to support sustainable growth. His goal is to position Lucid Management for long-term success through disciplined financial strategy and forward-looking analysis.
Nationwide Coverage
Serving all 50 states
We work with individuals, families, and businesses across all 50 states — virtually and seamlessly with full secure digital document handling and year-round support.
Our Commitment
- Year-round access to your dedicated file manager
- Secure portal for tax & credit file transmission
- Transparent partner network for legal & advisory needs