Early Years in the Business
During his first years in the financial services industry, Lucas worked very closely with Mike who became his mentor. This enabled him to get personalized training which put him on the fast-track to success. In 2003, Lucas earned the Lovick and Associates "Rookie of the Year" award. Lucas consistently finishes among the top producers in the Rockgate Financial firm every year. He was a regular Signator Investors, Inc., Achieving Client Excellence (ACE) and Million Dollar Round Table Qualifier. In 2006, Lucas and Mike officially became business partners in order to capitalize on each other's strengths and experience. Lucas focuses on meeting regularly with clients to get an understanding of their situation and priorities. He then helps to formulate their goals and the paths to reach them using his knowledge of financial principles and strategies.
Lucas is committed to growing professionally and earned the Chartered Life Underwriter (CLU) designation in 2010. He has been named a recipient of Texas Monthly’s FIVE STAR Wealth Manager Award* 6 times. In 2016, Nfocus Financial Partners was named the Practice of the Year by Signator Investors, Inc.
Raised in Fort Worth, Texas Lucas has not strayed far from his roots. He now lives in Flower Mound with his family and their Golden Doodle, Oakley. As an undergrad at the University of Texas-Arlington, Lucas was the President of the Sigma Chi Fraternity and remains committed to his fraternity's chosen charity – the Boys and Girls Club of America. He is a very involved Dad and has been the Assistant Coach to both his son’s baseball team and daughter’s soccer team for several years.
*The FIVE STAR award is a client services award issued by Five Star Professional, based on an overall evaluation score of wealth managers that reflects and average of all respondents and may not be representative of any one client's experience. The inclusion of a wealth manager on the FIVE STAR Wealth Manager list should not be construed as an endorsement of the wealth manager by Five Star Professional or Texas Monthly magazine.
ACHIEVING CLIENT EXCELLENCE Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award is granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
MILLION DOLLAR ROUND TABLE - Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.