As a CERTIFIED FINANCIAL PLANNER® professional and member of the Business Development team, Lucas leads prospective clients through their initial financial analysis. In this role, he helps individuals and families simplify complexity by bringing every part of their financial life, including investments, retirement, tax strategy, and estate planning, into a clear, coordinated plan within our fee-only fiduciary framework for a transparent fee. Grounded in our comprehensive planning philosophy, Lucas focuses on connecting each client’s “why” with a data-driven plan that supports long-term success. Every introductory meeting is designed to uncover priorities, simplify complexity, and ensure a smooth transition to a dedicated team of professionals. The Mather Group is a national, fee-only fiduciary wealth management firm providing integrated investment, tax, retirement, and estate planning services to help clients achieve financial clarity and confidence for every stage of life. You don’t get one advisor. You get The Mather Group. About Lucas Lucas helps develop meaningful new relationships with retirees, corporate executives, and our referral networks for the firm. He holds a B.S. in Business Management and Entrepreneurship from the Kelley School of Business at Indiana University and attained his CERTIFIED FINANCIAL PLANNER™ accreditation in 2019. Lucas joined The Mather Group first as a Wealth Advisor and has now transitioned into his new role — enabling him to help even more individuals walk through and plan for everything retirement. Prior to The Mather Group Lucas worked for multiple National and Regional Registered Investment Advisory firms helping a wide range of clients with integrated financial planning and offering needs-based solutions.