Lucas Harris,

CFP^® Financial Planning Consultant

Delivering long-term financial plans to sustain clients throughout each stage of their lives. Collaborative & focused, Lucas works to ensure his clients feel safe and secure in their financial future. His experience with multi-million-dollar projects and many working years ahead allows a strong client/advisor relationship to be forged to endure many life events, seeing you to and through retirement.

Methodical, approachable, and professional are three ways to describe Lucas’s work – where he takes pride in building relationships with clients.

Lucas’s client service philosophy is simple – serve each client like they’re family.

Certifications // Certified Financial Planner^™, Series 7 & 66 security licenses

Education // Bachelor of Business Administration in Accounting - Graceland University

Interests // Early morning rounds of golf, family time, and following sports

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.

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Lucas Harris,

Are you ready? Let’s uncover the possibility of working together.