Lukas has a passion for building long-term, trusting relationships with his clients. His desire is to become the last advisor his clients ever have to hire. Lukas holds his Tennessee Life & Annuity insurance license, the FINRA Series 7 license (Inactive), and the Series 66 license, which makes him an “Investment Advisor Representative.” Lukas is also a Dave Ramsey recommended SmartVestor Pro. He specializes in working with pre-retirees and retirees with retirement income planning, retirement account management, social security benefit analysis, annuities, life insurance and long-term care needs. Lukas is held to a fiduciary duty with his clients which means he is required to do what is in their best interest above all else.
Being an independent representative allows Lukas to offer products and services to his clients that include the entire universe of financial products. He has no “proprietary” funds or products that he is required to use in his practice. Any investment or insurance company that is appropriate for his clients, he can use. This reassures the client that they truly have a diverse strategy to help meet their goals.
Lukas graduated from Tennessee Technological University with a Bachelor’s Degree in Finance and General Management. Lukas is an avid University of Tennessee Volunteers football fan and enjoys all types of hunting and shooting sports.