Lucas joined Dynamic in the spring 2020 at a pivotal time in the industry and brings three years of experience in financial services. He held a previous position servicing RIAs and hedge funds with an institutional trade desk, and graduated Magna Cum Laude with two Bachelor of Science degrees in Finance and Marketing from W.P. Carey School of Business at Arizona State University. On top of that, he previously held a Series 7, Series 66 and Series 57 license in addition to four FINRA licenses. Lucas is powerfully positioned to service Dynamic’s advisors in the arena of Portfolio Services, and he shares why shining a light on the blind spots of those in need of financial guidance is his goal.
Q. What’s your role at Dynamic and how do you help support our clients?
A: On the Portfolio Services team, I support advisors with all portfolio-related questions and actions. This includes model implementations, portfolio comparisons for advisor prospects, trading services, use of sophisticated investment vehicles (options, structured products, etc.) and much more.
Q. What attracted you to Dynamic, and what compels you to work in a profession servicing wealth advisors?
A. They say money can’t buy happiness, but it does contribute significantly to the quality of and the outcomes determined in our lives. Financial knowledge seems to be a blind spot for a lot of people, not just in society, but also within the industry. Being able to assist and guide advisors and their clients to a point where realizing lifelong dreams is possible is a fulfilling goal.
Q. Do you live in the Valley of the Sun?
A. I live in Mesa, Ariz., moved from Tempe and before that Winnipeg, Manitoba, Canada. I have been in Arizona for seven years.
Q. What’s your favorite activity or hobby?
A. My favorite activity nowadays is building out my garage gym, and torturing myself by being a lifelong fan of the Toronto Maple Leafs…(if you know hockey, you know).
Q. What are reading right now?
A. I am currently reading an autobiography of my favorite NHL goaltender Curtis Joseph. Talk about a longshot to make the pros back in the day!
Q. What’s your favorite quote?
A. “He who sweats more in training, bleeds less in war.” – Spartan proverb
Q. How long is your commute to Dynamic?
A. Ten paces from my bedroom door to my office.
Photo credit: Juliana Loh