Lucas joined IEM in September 2021 with comprehensive knowledge of investment products, programs, and processes. He prides himself on being an exceptional teammate while communicating effectively on a deeper level with customers and colleagues. He's also skilled in time management and being a driving force to assist our IEM’ Operations department as a Senior Registered Client Services Strategist.
Prior to joining IEM, Lucas has extensive experience in the financial services industry in previous roles as a Customer Care Professional and Financial Associate. Looking to take the next step in his career, he can’t wait to dive into the finer details of his new position with IEM.
Experience and Education
Lucas earned his B.A. in Business Administration and Minor in Economics from the University of Wisconsin-Stevens Point. He holds his FINRA Series 66, 63, 7 and 6 registrations, as well as Minnesota and Wisconsin Life Insurance Licenses.
Lucas lives in New Brighton, MN with his fiancé, Alayna. They'll be getting married in November of 2022 in the sunny paradise of Fort Lauderdale, Florida! He enjoys spending time at the gym, traveling, and trying new cocktail recipes. Being a Wisconsin native, he's an avid Green Bay Packers fan.