Our Firm
Scott A. Lucas, RFC, ChFc
Scott’s broad background and experience with many aspects of financial planning allow him to take a comprehensive approach to wealth management. One of his key roles is to assist clients in making well-informed decisions about their money matters. He feels that this results in a feeling of greater financial security.
With over 26-years experience in the financial services industry, Scott has assisted his clients through many major life changes including accumulation and distribution planning, retirement, small-business-owner financial planning, education funding and risk management.
Scott graduated from The Ohio State University with a Bachelor of Science in Business Administration (BSBA) and is a member of the Financial Planning Association (FPA), The National Association of Insurance and Financial Advisors (NAIFA). He has also acquired the professional designation of Chartered Financial Consultant (ChFc), and Registered Financial Consultant (RFC). Scott has a General Securities Series 7 and Life & Health license.
Lucas Financial Services, Inc. has been recognized by Business First, as one of the “Top Financial Planners in the Greater Columbus Area”. Most recently, Scott received the Readers Choice Award for “Best Financial Planner” by the Suburban News Publications.
In 2009, Scott and Chea Romine, CPA acquired The Poling CPA Group and in 2011 merged with the Jim Cloyes, CPA firm. These strategic acquisitions broadened the scope of services available to clients to include complete tax, accounting and audit services. Scott currently has offices located in Worthington, Reynoldsburg, Whitehall and Logan, Ohio.
Scott enjoys utilizing educational workshops as a way to educate and inform clients. The Ohio State University, Columbus City Schools, Eastland Career Center, The Delaware Licking County and Fairfield Joint Vocational Schools have all sponsored Scott’s workshops. He promotes his own professional excellence by attending numerous industry workshops, educational courses and readings.
When he is not working, he is an avid boater and enjoys water and snow skiing, golf, tennis, soccer and attending car shows. He is married to wife Sandra and has a stepdaughter, Michaela.
Here at Lucas Financial Services, our Client Services Specialists submit and process business on behalf of our clients. It is their goal to provide excellent customer service and follow each task through to completion, ensuring each client enjoys an exceptional client experience at Lucas Financial Services.
Terri Wilgus, Client Services Specialist
Terri has over 17 years in the financial planning and insurance industry. She is currently working toward a Bachelor’s with a double major in Business Administration/Business Forensics. She enjoys spending time with her family, reading and any outdoor activities, when it's warm, of course! Terri is excited to provide each client with an exceptional client service experience.
Email Terri at terri@lucasfinancialservices.com
Bobbie Labate, Client Services Specialist
Here at Lucas Financial Services, Bobbie specializes in client service and support. She has over 20 years experience in the financial, healthcare and telecommunications industries and possesses a strong background in office management, process building and project management.
Bobbie enjoys hiking and is an avid gardener. Favorite quote: "What dogs?! These are my children...little people with fur who make my heart open a little wider."- Oprah Winfrey
Email Bobbie at bobbie@lucasfinancialservices.com
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