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 security and financial independence.  

With over 22 years experience in the financial services industry, Scott has assisted his clients through many major life changes including education funding, retirement planning, divorce and loss of a spouse.

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.

Scott enjoys utilizing educational workshops as a way to 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 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 and roller blading, and attending to car shows.  He is married to wife Sandra and has a step daughter, Michaela.

Brent Wagner
Brent has joined Lucas Financial Services as our Account Manager. He has a B.S. in Financial Management from Ohio State University, and is currently pursuing an MBA (specializing in Finance) from Keller Graduate School of Management.