Lucas provides high-net worth families with investment management guidance, trust design, and comprehensive financial planning. Prior to joining Mercer Advisors in 2018, Lucas oversaw trust services at FIM Group, which he joined in 2014 after serving as Vice President of Marketing and Sales for RealView, a software development company headquartered in Chicago. Lucas graduated from Rockhurst University with a B.A. in English in 2006 and Creighton University with an M.A. in English in 2009, and currently holds the CTFA and CES designations, in addition to the FINRA Series 65 license. Lucas lives in La Crosse, WI with his wife, Courtney, and their two young children.