Adam Lucas
Financial Advisor|CFP®
We help those with a philanthropic vision achieve lasting financial impact
Bethaney & Adam in Milwaukee July 2022 for the Roots & Wings Run/Walk
Our Leader: Adam
Adam became a Northwestern Mutual client prior to making the decision to hitch my wagon professionally to such a great organization. The reason was simple - everybody's priorities are going to be different. That's especially true for my family. My wife, Emily, has cystic fibrosis. Her life expectancy is around age 40. So the concept of time has always been a little more urgent to us. To add to that, Emily's younger sister, Jessica, passed away in 2014 due to complications from cystic fibrosis. She was 21 years old.
Emily & Adam told our advisor we wanted the flexibility to experience life on our terms. We didn't want to wait until it was too late. We had worked with other advisors in the past, but we didn't truly understand the value, or the concept of a customized and comprehensive plan until we made the decision to partner with a Northwestern Mutual team to get such a plan in place.
So before I can talk strategies and ideas to help you and your family, I want to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me!
Education
University of Colorado - Boulder - Journalism (Bachelor of Science)
Our Team 2023
Our Teammates
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Kathleen A Durcan
RICP®, CLTC®, WMCP®
Private Wealth Service Advisor
Kathleen is an Associate Wealth Management Advisor based out of Colorado. She joined Apricate Financial Group in January of 2020, through an acquisition of her practice, and has been with Northwestern Mutual since 2014. Along with her Series 7, 65, and 63, she also has her WMCP®, CLTC® and RICP® certifications. Although her main focus is operations and keeping the team running, she still meets, plans, and strategizes with clients.
Along with developing and evolving the processes of the team, Kathleen enjoys looking for hidden treasures at yard sales and thrift stores, as well as helping others organize rooms, closets, and shelves at their homes. As a single parent, her favorite thing to do is to take her seven-year-old daughter with her to the mountains for hiking, biking, skiing, and camping.
Tyler Wallace
Director of Portfolio Research and Advisory
Tyler Wallace is an Associate Wealth Management Advisor. He specializes in investment research and plan development. Prior to joining Northwestern Mutual in 2016, he worked as a broker for Charles Schwab. He currently holds Series 7 & 63 licenses, along with life, health, and disability insurance licenses.
He currently is a candidate for the CFA® Program through the CFA Institute.
Tyler enjoys long walks on the…street. He also enjoys football, and markets. As a graduate from the University of Colorado at Boulder, he spends the majority of his free time willing the Buffs back to their glory days. If he is not watching football, he is probably diving into anything and everything market related.
Bethaney Ware
Insurance Operations Specialist
- Bethaney manages the behind the scene operations and enjoys building ongoing relationships with clients. Outside of work, Bethaney enjoys traveling with her husband, Taylor, and spending time with family and friends. She also enjoys reading, hiking with her dog Roo, and going to the gym. She is currently in her “concert era” and is one of the lucky few who attended Taylor Swift this past summer (make sure to ask her about why she needed a wheelchair two days prior)! She has also seen Shania Twain, Paramore, and Morgan Wallen these past four months.