Lucas serves as a fully licensed client engagement partner managing client relationships and servicing. He also works closely with his brother Max and the Partners on Business Development and strategy of the firm. Lucas was born into the business. From a young age, Lucas spent his summers in the office learning the family business inside and out. He brings a creative perspective to a so-called ‘grey industry’ working closely with his brother Max to revolutionize the way their generation views and interacts with the financial landscape. Prior to joining the family business, Lucas spent time working as a research analyst at a boutique asset management firm.

 

With a knack for entrepreneurship, Lucas also co-founded and worked as a CFO on a non-profit organization for 4 years, as well as co-founded a music entertainment company prior to graduating college.

 

“I am passionate about fostering strong relationships built on trust, honesty, and transparency; I seek to bring out the best in the people around me. “Working in the family business allows me to maintain my passion for entrepreneurship. I love this business, the industry, and would not want to be anywhere else. “

 

Lucas is an active, outdoor enthusiast. Outside of the office, he enjoys being involved in many intermural sports, skiing, traveling and working with music.

 

 

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Winthrop Wealth, a Registered Investment Advisor, and separate entity from LPL Financial.