About Lucas
Lucas works with clients to develop strategies and financial plans geared toward meeting their short- and long-term goals and equipping them with knowledge to make confident financial decisions. His clients receive ongoing proactive advice on their investments, taxes, estate plans, insurance, cash flow, and much more as their lives and the world at large change.
Outside of the office, Lucas enjoys playing squash and golfing but his greatest thrill in life comes from spending time with his wife and their two children.
Education and Professional Milestones
-Miami University of Ohio - BS in finance
-Over 15 years of experience in the financial services industry
Lucas works with clients to develop strategies and financial plans geared toward meeting their short- and long-term goals and equipping them with knowledge to make confident financial decisions. His clients receive ongoing proactive advice on their investments, taxes, estate plans, insurance, cash flow, and much more as their lives and the world at large change.
Outside of the office, Lucas enjoys playing squash and golfing but his greatest thrill in life comes from spending time with his wife and their two children.
Education and Professional Milestones
-Miami University of Ohio - BS in finance
-Over 15 years of experience in the financial services industry