Lucas helps high-net-worth families across North Texas build wealth, keep more of what they earn, protect what matters and plan for the next generation with confidence. He assists individuals in many industries, such as business owners, medical professionals, executives and young professionals with complex planning needs. Lucas prioritizes making complex financial concepts clear and actionable, so clients always know where they stand and what their next step is—whether they’re meeting in person, on a video call or tracking their progress in real time.

Lucas joined the financial services industry in 2021. His experience at RBC Wealth Management has involved supporting trading and performance reporting—including specialized reporting for ultra-high-net-worth segments— wealth protection, conversion and transfer strategies, as well as building wealth plans for clients across North Texas.

A native of Green Isle, Minnesota, Lucas earned a Bachelor of Business Administration degree in financial planning and finance from the University of Minnesota–Duluth. He is a CERTIFIED FINANCIAL PLANNER® professional, has passed the Series 7 and 66 exams, and also holds life and health insurance licenses.

Lucas moved to Dallas in 2023 to grow his career in wealth management. Outside of the office, he enjoys reading, podcasts and audiobooks, and he can usually be found on the golf course or staying active with running, weight training and fitness classes. He’s a big sports fan, whether watching from home or attending in person. Lucas is also active in his faith and volunteers with the youth program at Shoreline City Church in Dallas, spending time with 6th–12th graders on their faith journeys.