About Lucas
As a CERTIFIED FINANCIAL PLANNER® professional and member of the Business Development team, Lucas leads prospective clients through their initial financial analysis. In this role, he helps individuals and families simplify complexity by bringing every part of their financial life, including investme... You don't get one advisor—you get The Mather Group. We deliver personalized financial guidance backed by a full team of specialists who coordinate investment, tax, and estate planning to help you live the life you've envisioned. We look beyond spread
Areas of focus
Credentials & background
Designations
CFP
Licenses
Series 65
Education
B.S. in Business Management and Entrepreneurship Kelley School of Business at Indiana University (2010)
Clients served
Business OwnersCorporate ExecutivesDivorceesDoctorsInheritorsPartners at Law FirmsRetireesSoftware EngineersUltra High Net Worth IndividualsWealthy Families
Registered in
Texas
Regulatory
The firm
The Mather Group$5.6 billion assets under management