Lukas is an investment advisor representative and holds his Accredited Investment Fiduciary® (AIF®) designation. With a strong background in Finance and Economics, his goal is to help leverage the complexities of the markets to create a comprehensive plan that adapts to his clients’ needs as they evolve. Managing wealth and risk through robust product offerings and cutting-edge technology, Lukas seeks to bring clarity and confidence to his clients and develop a relationship built on trust, consistent dialogue, and mutual respect.
Lukas loves what he does behind the scenes for his clients – such as market/investment research, risk analysis, and portfolio management – as well as what he does overtly with his clients – such as presenting strategies, discussing the markets, or just talking about life, family, and interests.