Lucas Amell
10401 Innovation Drive, Ste 125
Wauwatosa, Wisconsin 53226
Why The College Funding Coach?
Having gone through the entire college planning process alone, I understand how daunting of a task it presents.
I remember spending countless hours watching videos and reading articles online in an attempt to make sense of the massive financial decisions at hand.
Fast forward a decade, and I now find myself in a position to help people navigate those decisions as effectively as their unique situation allows.
Area of Focus for Delivering College Funding Workshops: Wisconsin
A Little More About Lucas
Background: Lucas started his financial services practice in 2016 after graduating from Carroll University in Waukesha, WI. Over time, he’s had the opportunity to work in many different areas of finance: estate planning, taxes, financial planning, insurance, retirement planning, and investment management. His breadth of exposure to–and knowledge of–these complex financial concepts make him a powerful ally to families seeking guidance as they navigate these intricate landscapes.
Professional Accomplishments: 2019 Think Advisor – Young Life & Annuity Stars Award; 2023 Mass Mutual Leaders Recognition Qualifier.
Community Involvement: Lucas is on the Board of Directors for the Wehr Nature Center and the Hales Corners Chamber of Commerce.
Personal: Lucas grew up in Oak Creek, Wisconsin. In his free time, he can be found doing any of the following: camping, kayaking, snowboarding, reading, making videos, volunteering, taking photos, traveling, biking, exercising, painting, playing piano, or cooking. He says, “It all depends on the weather.”
Education: Bachelor of Science – Finance, Caroll University
Disclosure: Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC., Member SIPC
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