As a Principal and Chief Investment Officer 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 nearly 20 years and has been a CERTIFIED FINANCIAL PLANNER® practitioner since 2005. He joined Aspyre in 2010, previously working as a wealth manager at Accredited Investors, Inc. in Edina, Minnesota.
Lucas is an active member of the Financial Planning Association of Greater Kansas City and has previously served on the board of directors. He is a member of the National Association of Personal Financial Advisors (NAPFA). Lucas is a graduate of Kansas State University with dual degrees in Personal Financial Planning and Corporate Finance.
Lucas is married and has two boys. He volunteers his time as a youth baseball coach and cub scout leader.
Words to describe:
Favorite things to do outside of work:
- Spend time with family and friends
- Coach baseball
- Attend K-State sporting events
- Learn to be an auctioneer