Lukas is an investment advisor representative and holds his Accredited Investment Fiduciary® (AIF®) designation. With a strong background in Finance and Economics, his goal is to help leverage the complexities of the markets to create a comprehensive plan that adapts to his clients’ needs as they evolve. Managing wealth and risk through robust product offerings and cutting-edge technology, Lukas seeks to bring clarity and confidence to his clients and develop a relationship built on trust, consistent dialogue, and mutual respect.
Lukas loves what he does behind the scenes for his clients – such as market/investment research, risk analysis, and portfolio management – as well as what he does overtly with his clients – such as presenting strategies, discussing the markets, or just talking about life, family, and interests.
My Literary Love
- Capitalism and Freedom by Milton Friedman
- 12 Rules for Life by Jordan Peterson
The Best Getaway
A lakeside or mountain getaway with great food, great company, and great views!
My One Seven Reason
Started by advisors, One Seven understands what we need to best serve our clients. From cutting edge technology to hands-on support, they know our clients’ success is what we value most. They allow us, the advisor, to specialize in what we do best, and connect us with other specialists in adjacent industries. From financial planners and estate attorneys, to insurance experts and business support, they equip us with experts in each area – allowing us to offer the best solutions to handle the complexities of our client’s financial lives.