Thomas Lucas

About Thomas

Tommy helps clients take control of their finances by optimizing cash flow and creating intentional retirement plans. He specializes in tax planning, with particular attention to income tax withholding and employer benefits. Tommy routinely advises on advanced strategies including 401(k) contribution optimization, backdoor and mega backdoor Roth conversions, capital loss harvesting, and 0% capital gain harvesting. He began his career at the firm as an intern and grew into his current role as lead advisor and owner.

Areas of focus

Credentials & background

The firm