Lucas Veldhuis (CFP®)

Lucas Veldhuis focuses in the
following client markets or areas of practice:

Cash Flow/Budgets/Credit Issues

Charitable Giving

Financial Psychology/Coaching

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Tax Planning

Planning Specialties

As a Wealth Advisor, Lucas helps manage our valuable client relationships through the development and implementation of personalized financial plans to meet our clients’ unique needs. Lucas joined The Mather Group from Pathstone where he worked as a Senior Advisor. Prior to Pathstone, Lucas was an Associate Client Manager at Cornerstone Advisors based in Bellevue, WA, and worked out of their Alaska office. He earned his B.S. in Business from the Kelley School of Business at Indiana University. Lucas is also a CFP® professional.

Additional Information

Lucas’s “fun time” is full of family shenanigans with his growing family of 5 from school to sports to their church activities, they keep him pretty busy. His daughter Piper (6) loves to guide the family on interesting scavenger hunts and continues to think she is already a teenager. His son Knox (3) is usually throwing/hitting a ball towards dad or scaling anything he can put his eyes on. Baby Banks (2.5 Months) is a true blessing and loves to hang out with his family and play in the water. His wife Becca is the glue that keeps everyone together. In the spare moments that present themselves, Lucas enjoys a nice cup of fresh ground black coffee before the sunrises (and kids!) with his wife. They both live for traveling and exploring new places, food and adventures which will be coming in spades this year and in the many years to come!