Highlights
Master of Public Administration from Virginia Tech
Bachelor of Science in Political Science and History from Radford University
Lucas approaches wealth management with a perspective shaped by curiosity, systems thinking, and a willingness to look at problems from the outside-in.
Before joining Monument, Lucas worked at wealth advisory firms including Verdence Capital Advisors, Preston Wealth Advisors, and Mason Investment Advisory Services, where he gained experience supporting portfolio management, investment research, and business operations. Those roles deepened his interest in portfolio construction and alternative investments while giving him firsthand exposure to how investment strategies are implemented for clients.
Earlier in his career, Lucas worked in municipal consulting and project management, helping local governments examine how their organizations function. His work focused on questions like: What makes mission driven organizations successful? What are the consistent themes present in them? And how is that collective success sustained so that it becomes tradition? That experience taught him to step back, analyze complex systems, and identify opportunities others might overlook.
Lucas holds a Master of Public Administration from Virginia Tech and a Bachelor of Science in Political Science and History from Radford University. His graduate studies focused on public sector leadership and organizational management—essentially learning how to run a city. That training reinforced his belief that legacy thinking should never stand in the way of better solutions.
Today, Lucas brings that same analytical mindset to wealth management. He has a particular interest in alternative investments—including private equity and private credit—and enjoys helping clients understand how these strategies may fit within a broader portfolio.
Lucas grew up in the Appalachian Mountains near Virginia’s Shenandoah Valley and is a proud Virginian. He was raised in Bath County —the only county in Virginia without a single stoplight. Outside the office, you can often find him hunting, fishing, or spending time outdoors in the mountains that shaped his upbringing.
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