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.
Words I Live By
Be 1% better each day.
Be joyful in hope, patient in affliction, and faithful in prayer.
You Should Know…
I love golf, Olympic lifting, and short vacations to anywhere with mountains.
My Literary Love
Capitalism and Freedom by Milton Friedman
12 Rules for Life by Jordan Peterson
The Best Getaway
A lakeside or mountain getaway with great food, great company, and great views!