THE LIGHTHOUSE PLANNING COMPANY MISSION STATEMENT
Lucas holds a true desire to understand the client and help them meet their needs. His expertise is designing client strategies and thinking outside of the box when it comes to financial solutions.
Honest and caring, Lucas makes it a priority to always put clients’ needs first, driven by his inclination to live out his potential of helping others. As a CFP® professional, he feels most proud when he receives a compliment from one of his clients because he knows he’s done his best taking unclear scenarios and shedding a light on them, giving them confidence in their financial futures.
Lucas enjoys getting to know his clients and is a true believer that their needs come first, and that products are just the tools to get them there, not the focus of the strategy conversation.
He earned his bachelor’s in public relations from the University of Central Arkansas and holds his Series 66 securities license in multiple states. Lucas is also licensed in life, health, property, and casualty insurance.
Outside of the office, you can find Lucas serving at his church, running and spending time with his wife and children.
Finances can be hard; thinking through decisions about real estate transactions, saving your hard earned money, protecting your assets and income, then bringing it all together in a financial plan is what we do. You make the decision; we help along the way. Feel free to use us for one or all of our services, you'll be glad you did.
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CreativeOne Wealth, LLC an Investment Adviser. The Lighthouse Planning Company, The Lighthouse Insurance Company, Lighthouse Planning Partners and CreativeOne Wealth, LLC are not affiliated.”