Broker Check
Lucas Amell

Lucas Amell

Partner/Financial Planner

Lucas specializes in working with families to define and achieve their financial goals with a strong emphasis on tax-efficient retirement strategies and estate/legacy planning.  He fosters close client relationships built on trust and mutual understanding to help navigate often overwhelming financial decisions with proactive solutions.

Mobile:  414-915-1323                                                                                                                                     CA Insurance License #4212433