Meet Lucas
Lucas is a Managing Director based in Onalaska, Wisconsin. He joined Mercer Advisors in 2018 through the acquisition of FIM Group, where he was a Wealth Manager with a focus on estate and trust planning. Lucas earned a B.A. degree in English from Rockhurst University and an M.A. degree in English from Creighton University. He is a Certified Estate and Trust Specialist and Certified Trust and Fiduciary Advisor. He finds motivation in helping people achieve their financial goals and gain confidence and reassurance.
His working style
Lucas is known for his friendly, consultative style and ability to make complex decisions easier to understand. He’s driven, kind, and deeply committed to the fiduciary standard, with a strong focus on education and long‑term partnerships.
Lucas in real life
What keeps you busy outside of work?
I enjoy hockey. I coach, play, and watch my two children play, and I’m the president of our local association.
Why do you like working at Mercer Advisors?
I love our client-centric approach and that the in-house list of services we provide continues to grow. We just keep getting better for our clients as we seek to help more families.
Any words you try to live by?
“Far better it is to dare mighty things, to win glorious triumphs, even though checkered by failure, than to take rank with those poor spirits who neither enjoy much nor suffer much, because they live in the gray twilight that knows not victory nor defeat.” — Theodore Roosevelt
Lucas’s snapshots
Meet Lucas’s Teammates
Jeffrey Lokken
Sr. Wealth Advisor
What Lucas Says
Jeff is my mentor, and he’s my family. He’s dedicated more than 40 years to serving clients and is deeply invested in helping people. Whenever someone begins working with Jeff, I know he’s about to change their lives for the better.
Jason Sobolik
Wealth Advisor
What Lucas Says
Jason is an exceptional planner and leaves no stone unturned. He’s incredibly helpful and works diligently for his clients. I trust him with my own family’s finances, which speaks to the confidence I have in his expertise and integrity.
Kyle Svetlik
Partner
What Lucas Says
Kyle is great at supporting executives and business owners. He takes a long-term perspective and believes strongly in the fiduciary approach and surrounding our clients with exceptional solutions.
Ready to learn more?
Explore More
