Lukas helps clients by building a dependable and trustworthy relationships while diligently studying economics and the market to best serve clients and their assets before or after retirement. He is passionate about my work because of the value it can bring to clients and build long, high-quality relationships. Money can be a stressful idea in people’s lives, which is why I find fulfillment in taking care of clients and their assets to the best of my ability.
Lukas’ mission statement is to wake up each day being the best version of himself to be the largest positive impact as a father, husband, son, friend, Financial Advisor, and Coach. If he has the chance to be of value to anyone, he sees that opportunity as a responsibility that he takes personally with the most care and diligence possible.
Lukas graduated from the University of Wisconsin – La Crosse with a Bachelor of Science Degree in Exercise Health Science while minoring in Psychology. He has obtained his securities and insurance licenses following a career change from a Performance Coach. In 2022, he obtained his Accredited Investment Fiduciary® (AIF®).
Lukas resides in his hometown of Monticello with his wife Hailey, their son Reign (2020), and their puppy and two cats. Spending time with family, being outdoors (fishing, hunting, hiking), playing baseball and other sports, studying the nature of reality, training to live a life of health and longevity, volunteering at the local schools, as well as serving as a board member for the chamber of commerce.