Vice President and Sr. Financial Advisor at Merrill's Green Bay office. Lucas works with private clients, business owners, estates, and foundations to support their goals with fiduciary advice and guidance. With a focus on cash flow efficiency and defensive equity portfolios, his team assists clients by helping manage wealth and designing income plans for individuals, families, and businesses across the country.
"We want our clients to understand 'What You Own, and Why You Own It' using our Buckets and Cushion & Growth conversations." - Lucas
Lucas attended high school at Notre Dame Academy in Green Bay, afterwards graduating from Marquette University with a double business major. He has lived in Green Bay since 1997 and is married with two daughters, ages 4 and 6. Outside of the office, you can usually find Lucas on the golf course, or volunteering at The Automobile Gallery in downtown Green Bay.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
