Our mission is to help individuals and families be good stewards of the financial resources they have been provided while understanding their financial goals and utilizing the tools necessary and available to reach those goals.

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.