San Diego, California
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. He holds the designation of Certified Financial Planner (CFP®) and graduated from Wheaton College (IL) where he studied Psychology. 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. 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).
Wheaton College
