San Diego, California Office
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Lucas engages with clients at a deep level, listens for what is most important to them, and empowers them to take action toward financial freedom. He specializes in helping high net worth individuals and families navigate the complexities of major financial transitions such as a career change, death or divorce, inheritance, or sale of a business.
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Lucas began his career in wealth management in 2012. Prior to joining EP, he was an advisor with financial planning firms in San Diego and Nashville, TN.
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Lucas graduated from Wheaton College (IL) where he studied Psychology. He holds the CERTIFIED FINANCIAL PLANNER™ designation.
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Lucas lives in Encinitas with his wife and daughter and is an active member in his local church. He enjoys music, spending time with family and friends, and traveling (most recently to Thailand, Italy and Switzerland).
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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.
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