Mike Lancaster

CFP®
Certified Financial Planner™, RJFS
Managing Partner, LWM

Mike began his career as a financial advisor in 1997. He attended the University of Texas at Arlington receiving a BA in Management, with a minor in Finance in 1990. He completed the CERTIFIED FINANCIAL PLANNNER™ professional program at Florida State University earning his CFP® certification in 2005.

Away from the office, Mike is an Ironman triathlete and enjoys participating in races throughout the state. He and his wife, Kassie, have 3 sons; Ryan, Jacob and Adam. They are active members of Cypress United Methodist Church. 

Securities registrations: Series 7, 24, 63

Insurance License: Texas General Lines – life, health, long-term care, disability, annuity

Member, Financial Planning Association (FPA)


Raymond James is not affiliated with the above organizations and/or charitable causes.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner,  CFP Logo Flame Design and  CFP Logo Plaque Design in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.