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Lucas Schwaller

Regional Vice President

Lucas Schwaller

CTFA®, CES®

lschwaller@merceradvisors.com

Lucas has been providing high-net worth families with investment management guidance, trust design, and comprehensive financial planning since 2014. As Regional Vice President, Lucas is responsible for introducing new and prospective clients to Mercer Advisors and enjoys mapping out holistic wealth management strategies that help clients achieve their economic freedom. Prior to Mercer Advisors, Lucas oversaw trust services at FIM Group, which he joined after serving as Vice President of Marketing and Sales for a software development company. Lucas earned his B.A. from Rockhurst University and M.A. from Creighton University. He holds CTFA® and CES® designations, in addition to a FINRA Series 65 license. Lucas lives in La Crosse, WI with his wife and their two young children.

Ames

313 Fifth Street
Suite 101
Ames, Iowa 50010

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Ann Arbor

2373 Oak Valley Drive
Suite 110
Ann Arbor, Michigan 48103

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Boulder

2595 Canyon Boulevard
Suite 320
Boulder, Colorado 80302

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Branson

800 State Hwy 248
Suite #2B
Branson, Missouri 65616

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Chesterfield

16150 Main Circle Drive
Suite 115
Chesterfield, Missouri 63017

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Columbus

600 N. Cleveland Avenue
Suite 140
Westerville, Ohio 43082

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Denver

1200 17th Street
Suite 500
Denver, Colorado 80202

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Denver - Tech Center

5613 DTC Parkway
Suite 650
Greenwood Village, Colorado 80111

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Frisco

610 Main Street
Suite 15
Frisco, Colorado 80443

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Livonia

39209 Six Mile Road
Suite 210
Livonia, Michigan 48152

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Onalaska

1837 East Main Street

Onalaska, Wisconsin 54650

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Schaumburg

475 North Martingale Road
Suite 300
Schaumburg, Illinois 60173

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Springfield

1256 East Kingsley

Springfield, Missouri 65804

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