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Lucas Schwaller

Regional Vice President

Lucas Schwaller

CTFA®, CES®

lschwaller@merceradvisors.com

608.779.0300

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.

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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Westerville

600 N. Cleveland Avenue
Suite 140
Westerville, Ohio 43802

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