Since joining Equitable in 2019, Lucas focused on helping individuals and businesses accumulate, protect, and distribute wealth through all phases of life. The current markets he works in are tech, healthcare, small business, and dental professionals. His goal is to educate the community in financial literacy while empowering his clients to make smart decisions throughout their entire financial landscape. His specialties include retirement planning, managed money, small business benefits, asset location plans, and insurance planning.
Lucas is originally from San Francisco, California and resides in San Francisco. He obtained his double degree in finance and entrepreneurship from The University of Arizona. In his free time, he enjoys playing basketball, coaching basketball, and golfing to balance life and work.