Financial Advisor
Lucas started with WDS in 2012. He began by performing various activities with us, working hard to get to know all areas of the business by working closely with the other advisors in the office. As a Financial Advisor, he assists his clients with 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, earning a Bachelor of Science in Personal Finance and a minor in Business. During his time at UW-Madison, Lucas earned his insurance and securities licenses. He obtained his Accredited Investment Fiduciary® (AIF®) and Certified Financial Planner® (CFP®) designations. In 2023, he was recognized by Harbour Investments by receiving the Gold Award for achievements within his practice.
Lucas resides in Monticello with his wife, Jordan, daughter, Blaire, and their dogs, Cooper and Cruz. Lucas enjoys traveling, fantasy football, golf, basketball, and spending time with his family and friends. During his final year playing basketball for Monticello High School, he received national attention for his amazing full-court shot, discus style!
