Lucas Gillis
Retirement Plan Advisor & Education Specialist
AIF®, CPFA, CFWP
For just shy of a decade, Lucas has helped Colorado businesses solve complex problems. He is dedicated to building impactful benefit packages and providing employee education, so businesses and their employees can thrive.
Lucas Gillis is a Certified Plan Fiduciary Advisor (CPFA) and Certified Financial Wellness Professional (CFWP). As a trusted financial advisor, Lucas specializes in tailoring solutions to 401k and retirement plan issues for companies and employees. He is passionate about helping his clients reach their financial goals through personalized advice.
As a native to Northern Colorado, Lucas enjoys spending his free time in the beautiful Colorado mountains, skiing, biking, and playing golf. He is a fitness enthusiast and believes in maintaining a healthy lifestyle. Whether it’s at his local gym in Loveland, biking on one of the many wonderful trails in the area, or playing a round, Lucas loves to stay active. He is also a big fan of live sports and enjoys catching a game at Coors Field whenever he can.
Lucas is dedicated to giving back to the community and supporting local businesses. He believes in the importance of being an active member of the community and contributing to its success. Lucas is always looking for ways to help others and give back, often this involves volunteering with a few of his favorite organizations including the local Chambers of Commerce, Adopt-a-Highway, and W.O.L.F. Sanctuary. His love for the area and dedication to his clients make him a trusted and valuable resource for those seeking financial guidance and planning.