Lucas Veldhuis
Business Development, Manager at
The Mather Group
Years of Experience
10 years
Number of Clients
150
Average Client Size
$1,000,000
Member Since
2025
Allow Me to Introduce Myself
One thing I want my clients to know about me is...
You don’t get one advisor—you get The Mather Group. We deliver personalized financial guidance backed by a full team of specialists who coordinate investment, tax, and estate planning to help you live the life you’ve envisioned. We look beyond spread
Clientele
Common Pain Points We Solve • “I’m unsure how to turn my savings into sustainable retirement income.” • “I’m juggling multiple advisors and missing a clear, unified plan.” • “I want confidence that my wealth reflects my values.” • “I’m worried about paying unnecessary taxes or hidden fees.” • “I need guidance through retirement timing, Social Security, or pension decisions.”
Services Provided
Investment Management
Tax Planning
Estate Planning Strategies
Financial Planning
Specialties and Expertise
Credentials and Designations
Certified Financial Planner™
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Series 65 - Uniform Investment Adviser Law Exam
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Pricing Models
Education
Kelley School of Business at Indiana University
B.S. in Business Management and Entrepreneurship
Obtained in 2010
Advisor Links
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