As a Principal at Aspyre Wealth Partners, Lucas’ primary responsibility is the delivery of comprehensive wealth and investment management services with a focus on helping clients live well today while planning for their future.
In addition to his work with clients, Lucas leads Aspyre’s investment management team. He heads the firm’s investment committee and manages the investment research and portfolio management activities for client portfolios.
Lucas has worked in the financial planning industry for more than thirteen years and has been practicing as a CERTIFIED FINANCIAL PLANNER™ practitioner for more than eleven years. He joined Aspyre in 2010. Prior to that time, he spent seven years as a wealth manager at Accredited Investors, Inc. in Edina, Minnesota.
Lucas has been active in the Financial Planning Association throughout his career. He is currently serving on the board for the Greater Kansas City chapter as the Director of Public Awareness. He has previously served in the Programs, Media Relations, and Public Relations committees. He is a member of The National Association of Personal Financial Advisors. Lucas is a graduate of Kansas State University with dual degrees in Personal Financial Planning and Corporate Finance.