Personal

I live in Coastal Virginia not far from the ocean, but I was born and raised in Wisconsin, so I’m a true Midwesterner at heart who has a deep appreciation for everything the state has to offer. I graduated from the University of Wisconsin-Madison and had an opportunity to work with the Wisconsin Badgers football team while I was in school, which further cemented my lifelong loyalty to the Badgers along with the state’s other professional sports teams. While much of my family, including my parents, still resides in Wisconsin, I frequently travel to Wyoming to visit my brother’s family, including my niece and nephew. Family connections are incredibly important to me, and I cherish the time spent creating lasting memories with them.

In addition to my career as a financial advisor, I have a passion for leading an active and adventurous lifestyle. I regularly compete in both local and national fitness competitions, driven by my love for physical challenges and self-improvement. Whether it’s going for a trail run, hiking a mountain or relaxing to the ocean’s waves on the beach, I thrive on staying active and exploring new environments. My adventurous spirit and dedication to fitness brings balance and fulfillment to my life - a healthy body compliments a healthy mind and spirit.

Lucas with his family and freinds

Professional

Our team takes a very personalized and in-depth approach to your financial planning to help you reach your goals, regardless of what stage of life you are in. We are dedicated to providing you with the education and expertise you need to make the best financial decisions for the short term and long term.

Rather than focusing solely on one aspect of your financial health, like investments or insurance, we zoom out to consider your complete financial picture. Ultimately, we craft robust, yet dynamic plans that are as unique as the people we serve, and we work with you every step of the way to implement the plan.

We are dedicated to providing not only the best comprehensive planning for our clients, but also the best customer service. Our goal is to give our clients financial peace of mind so they can focus on the important things in their lives.

Financial Planning

Investment Planning & Strategies

Retirement Planning & Income Strategies

Tax-Efficient Strategies

Life Insurance Strategies

Disability Planning

Long-Term Care Planning

Business Planning & Succession

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Beads of Courage logo

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline