Certified Financial PlannerTM professional
Assistant Vice President
Financial Advisor, LPL
720 East Broadway
Columbia, Missouri 65201
"I partner with individuals and families to plan for and help achieve their financial goals."
Lucas grew up in St. James, Missouri, the oldest of four children. He moved to Columbia and began his career at Central Bank of Boone County in 2003, marrying his wife Tamra later that year. Shortly thereafter he earned a business degree from Columbia College with a dual emphasis on accounting and finance. Lucas and Tamra have two young boys that keep them on their toes. They enjoy taking them out to many of the parks in town or just playing with them at home. When they find time, they like to visit new places or take in a baseball game. Lucas also plays volleyball weekly and volunteers through the Columbia Kiwanis Club.
Your financial situation and goals are unique to you. That's why Lucas designs individualized plans for his clients to suit their varying needs. A financial plan serves as a map to achieving your financial goals. As time passes, goals and financial situations can change dramatically. Lucas will periodically meet with you to discuss any changes that may have occurred and make sure your plan is still appropriate, recommending adjustments if necessary. As a Certified Financial Planner® professional, he places his clients' interests ahead of his own. Your success is his success!
With more than 13 years of experience in finance, Lucas is dedicated to helping people successfully gain financial independence. He acts in his clients' best interests as a Certified Financial Planner® professional and strives to help individuals and families reach their goals.