Financial Advisor720 E. Broadway, P.O. Box 678 Columbia, MO 65201 Phone: 573-817-8817Email: firstname.lastname@example.org
Busy lifestyles and competing priorities make successful investing more challenging than ever. Since 2003, Lucas has been helping folks like you achieve their short- and long-term financial goals. As your personal financial advisor, Lucas is responsible for assisting you in a manner consistent with your goals, risk tolerance, and personal preferences.
He views financial planning as a map to help guide you to financial independence. But even with the best of maps, you sometimes need to stop and ask for directions. That’s why once you have a plan in place; Lucas will periodically invite you to review your strategy, just to make sure you are still on course.
Lucas grew up in mid-Missouri and settled in Columbia with his wife Tamra in 2003. In 2006 he earned a bachelor degree in Business Administration with emphases in Accounting and Finance from Columbia College. He is an avid volleyball player and coordinates a weekly pick-up game at his church. Lucas has been a fan of the St. Louis Cardinals since he was old enough to walk and he and Tamra try to take in a handful of games each year.
Lucas is active in the Columbia Kiwanis Club, currently serving as member of the board of directors.
Call, email or stop by his office him today to schedule personal, comprehensive, no-obligation financial review. Working with you, Lucas will develop a financial roadmap to lead you towards a life of financial independence.
Registered representative of INVEST Financial Corporation, member FINRA /SIPC . INVEST and its affiliated insurance agencies offer securities, advisory services, and certain insurance products and are not affiliated with any other entities named. Products and services offered through INVEST *Are not FDIC insured *are not guaranteed by any Bank* may lose value.
This website may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting, or tax advice. You may wish to consult an attorney, tax advisor, or accountant regarding your specific situation. No representations are made as to the accuracy of the information contained herein or any information contained in any link provided herein.
Important Consumer Information:
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and;
This icon indicates a link to third-party content. By clicking on the link, you will leave our website and enter a site not owned by the bank. The site you will enter may be less secure and may have a privacy statement that differs from the bank. The products and services offered on this third-party website are not provided or guaranteed by the bank.