Lucas is a Financial Services Representative and an Investment Advisor Representative with a passion for giving each and every one of his clients the most appropriate and honest recommendations to fit their unique financial needs. He and his entire team recognize that service and trust are a critical part in building a strong relationship with every client, while becoming a lifelong resource for them and their families. As a Certified Financial Planner™ practitioner, Lucas works with his clients to create a strategy that meets their financial goals through accumulating and preserving wealth.