Experience financial resources directed by your values and toward your goals.
Lukas leverages his unique background to create and manage comprehensive financial strategies for his clients. He enjoys working alongside a wide range of professionals and their families to help them pursue financial freedom. While doing this, he makes it a priority to meet each client right where they’re at and develop goals and plans tailored specifically to their situation.
Lukas grew up in Milwaukee and was encouraged from a young age to volunteer and be active in the community, which culminated in his earning the rank of Eagle Scout. Using the lessons imparted to him by this experience, he began his post-secondary education journey at St. Norbert College in Green Bay, WI. Here, he studied Business with a Marketing focus.
Following the completion of his studies at St. Norbert, Lukas worked as a manager of multiple AT&T stores in the Milwaukee area while simultaneously being challenged to build his finances from the ground up. After nearly 10 years in his management position, he returned to school at Cleary University. It was here that he graduated with an undergraduate degree in Executive Management and an MBA in Financial Planning in December 2022.
Upon his graduation from Cleary, Lukas returned to the financial planning world by beginning a financial advising career with North Star Resource Group in Milwaukee in September 2023. In this role, he’s able to use his passion for financial planning to support his clients and help them reach their financial goals (much as he did himself).
Today, Lukas remains a resident of Milwaukee. He lives with his dog, Nilla, and wife, Stephanie, with whom he is expecting his first son in February 2024. Together, they enjoy participating in outdoor activities such as camping, hunting, fishing, and traveling along with reading. He also enjoys playing the occasional video game when he’s not busy outdoors, preferring story-driven experiences the most.
- Comprehensive fee-based financial planning
- Debt management
- Education funding
- Retirement strategies
- Risk management
- Wealth management
Investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINRA/SIPC. Advisory Services offered through Cetera Investment Advisers LLC, a registered investment adviser. Cetera is under separate ownership from any other named entity.