WEALTH ADVISOR
Lucas Fender, CRPC®, CRPS®
Hi, I'm Lucas, a devoted financial advisor who has been on an incredible journey helping families and business owners achieve their financial dreams. Prior to becoming a Wealth Advisor in 2015, I owned and operated a successful web development business in Overland Park. This entrepreneurial background has undoubtedly shaped my approach to financial advising, infusing it with creativity and a problem-solving mindset. I currently hold the CRPC™ (Chartered Retirement Planning Counselor™) and CRPS™ (Chartered Retirement Plans Specialist™) designations granted by the College for Financial Planning.
One of the most fulfilling aspects of my life is my role as a husband and father. I reside in Johnson County with my wife and two wonderful sons, and they are my constant source of inspiration and motivation to make a positive impact on the lives of others.
My guiding principles include transparency, integrity and empathy, and I am committed to tailoring financial strategies to meet the unique needs and aspirations of each individual and business I serve.
As I navigate the ever-changing landscape of finance, I continue to expand my knowledge and expertise, ensuring that I provide the most relevant and effective advice to my clients. Whether it's planning for retirement, optimizing intergenerational wealth transfer or finding solutions for businesses, I approach each challenge with enthusiasm and a natural curiosity.
Aside from my career in finance, I am deeply involved in our community. Currently, I am honored to serve as President of the Society for Human Resource Management of Johnson County. In this role, I have the privilege of working with a dynamic team of local HR and business leaders, striving to foster a positive work environment and support the growth and development of professionals in our area.
With a passion for promoting work-life balance, I find harmony in my personal and professional pursuits. By being present for my family and my clients, I strive to lead a fulfilling and purposeful life. Outside of the office, I enjoy winter sports, watching my children participate in extracurricular activities and continuing to develop my knowledge of finance, technology and business.
My journey as a financial advisor has been incredibly rewarding, and I look forward to many more years of assisting and empowering others to achieve their financial goals. It is my firm belief that together, we can create a future filled with prosperity and possibilities for you and your family.