I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
I offer total financial needs analysis, includes access to trust services, through a network of experienced professionals with detailed knowledge in:
• Retirement analysis and programs
• Estate strategies
• Employment benefit and retention services
• Business continuation strategies
I am a registered representative of and offer securities and investment advisory services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory address: 317 Grace Lane, Ste. 250, Austin, TX 78746, 512-346-6020.
I am licensed to sell insurance in Texas.
- Insurance Strategies
- Investment Strategies
Check the background of this investment professional on FINRA’s BrokerCheckSee Lucas’s Licenses and Disclosures