For almost a decade, Lucas has been refining his craft as a financial planner. His career began as an intern with Edward Jones in Nashville. He then dove deeper into the field by working for VALIC Financial Advisors out of Brentwood, where he worked specifically on large retirement plans. As Lucas had now seen firsthand the pros and cons to working for large firms, his desire to work in a more intimate atmosphere took hold. Southwestern Investment Group gave Lucas the platform he had been searching for. As an independent practice, Southwestern advisors are able lead clients down the financial path which best suits their individual needs. This comprehensive approach to financial planning is what drew Lucas to making Southwestern Investment Group his permanent home.
Lucas began his higher education at Murray State University, majoring in business administration. He then went on to pursue his master’s degree in personal financial planning from The University of Alabama. Lucas continued his professional education by receiving his series 7, series 66, life, health, and insurance licenses. He is a Certified Investment Management Consultant through Raymond James Institute of Management Consulting, and also holds a certificate from Belmont University’s Executive Education Program for Financial Planning.
Lucas resides in Brentwood along with his wife Kayla and their two children. He is an avid tennis player and exercise enthusiast! As a family, they attend Franklin First United Methodist Church and enjoy volunteering in the church garden, a place where Lucas feels most at home as he was raised on a tobacco farm in rural Christian County, KY.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute Management Consulting Program.