Lucas started with Wealth Distribution Strategies, LLC in the summer of 2012. He started by performing a variety of activities with us, working hard to get to know all areas of the business by working closely with the other advisors in the office. He has worked his way up to Financial Advisor and assisting his own clients in planning for their retirement needs.
Lucas was the Valedictorian of his high school class and academic All-State. He graduated a semester early from the University of Wisconsin-Madison, where he earned a Bachelor of Science in Personal Finance and a minor in Business. During his time at the UW-Madison, Lucas earned his insurance and securities licences. He recently obtained his Accredited Investment Fiduciary® (AIF®) designation and is pursuing his Certified Financial Planner® (CFP®) designation in the near future.
Lucas enjoys fantasy football, slow pitch softball, and basketball. During his final year playing basketball for Monticello High School, he received national attention for his amazing full court-shot, discus-style. Lucas also enjoys spending time with his family and friends.