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Meet Scott

Scott attended The Ohio State University and graduated with a Bachelor of Science in Business Administration in 1984. He has been practicing in the financial services industry since 1985, specializing in all aspects of Retirement Planning Services including Pension, Employee Benefits, Profit Sharing Plan Funding, IRA’s, Estate Planning for individuals and small businesses, as well as Individual Financial Planning. 

Mr. Lucas was ranked among the "Top Ten" list of financial planners in the Greater Columbus area by Business First Magazine (2007 issue). Most recently, Scott received the Readers' Choice Award for "Best Financial Planner" in central Ohio by the Suburban News Publications.

He is currently an Investment Advisor representative through Investment Advisors, a division of ProEquities, Inc.* and holds designations of Registered Financial Consultant (RFC) and Chartered Financial Consultant (ChFC). Mr. Lucas has a General Securities Series 7 and Life & Health license. He is a member of The Financial Planning Association (FPA) and the Columbus Association of Insurance and Financial Advisors (CAIFA).

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.  Scott also enjoys golf, tennis, soccer, volleyball and attending car shows.

Advisory Services offered through Wisdom Wealth Investment Advisors, LLC and ProEquities, Inc., Registered Investment Advisors. Securities offered through ProEquities, Inc. a Registered Broker/Dealer and Member FINRA/SIPC. Lucas Financial Services, Inc., Wisdom Wealth Investment Advisors, LLC and ProEquities, Inc. are independent entities.