Lucas is a Financial Advisor in our Plymouth office. He graduated with a Bachelor of Science Degree in Marketing and entered the industry in 2016. Partnered with his father Rick and brother Brody, Lucas specializes in comprehensive financial planning as well as investment management. A major focus of his practice is identifying a client’s financial goals in order to tailor a specialized approach and to help satisfy their needs. From clients just starting out, to those in need of retirement and estate planning, Lucas looks to provide sound guidance and increased confidence. He is excited to be providing a heightened level of service and advice through their family-based practice.