Financial Advisor
Lukas brings value to his clients by being dependable, and trustworthy, building lasting relationships, and providing the highest quality of service. By spending time studying economics and the ever-changing finance industry, he is able to diligently serve his clients before and after retirement. With finances being a stressful or foreign topic for some, Lukas finds fulfillment in educating, creating solutions, and finding opportunities in each situation.
Lukas’ mission statement is to wake each day with gratitude at his forefront, as a man of service, with a focus on being the best father, husband, son, friend, Financial Advisor, and Coach. If an opportunity to serve others presents itself, Lukas feels that opportunity is a responsibility.
Lukas graduated from the University of Wisconsin-La Crosse with a Bachelor of Science Degree in Exercise Health Science while minoring in Psychology. He obtained his securities and insurance licenses following a career change from a Performance and Baseball Coach. In 2022, he received his Accredited Investment Fiduciary® (AIF®). Lukas is also pursuing a Chartered Financial Planning designation, to further his knowledge, to better serve his clients.
Lukas resides in his hometown of Monticello with his wife Hailey, their son Reign (2020), daughter Marigold (2022), and their puppy and two cats. Lukas spends his time with family, being outdoors (fishing, hunting, hiking), playing baseball, golf, and other sports, and chasing his curiosity. Other activities Lukas does outside of work are volunteering, training to live a life of health and longevity, as well as being a Strength and Conditioning Coach at Monticello and New Glarus Schools.
