Lucas Harris,

CFP® Financial Planning Consultant

Lucas collaborates with the team and clients to create investment strategies and deliver long-term financial plans to sustain clients throughout each stage of their lives.

Lucas holds degrees in accounting and business administration from Graceland University, where he played basketball as a scholarship athlete. He holds the Series 7 and 66 securities licenses. Lucas is a veteran of the healthcare consulting industry and spent nearly a decade advising C-suite hospital executives on multimillion-dollar projects prior to joining the team.

As a native of Colorado, Lucas has grown to appreciate the flatlands of the Midwest. Outside of the office he enjoys his family, sports, and early morning rounds of golf. He has a loving wife, Kelsey, a daughter, Kinsley, and a family dog, Laila.

 

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