Lucas Amell

Lucas Amell is a seasoned financial planner committed to helping his clients achieve their financial goals. With a Bachelor of Science in Financial Planning and Services from Carroll University, he offers a total financial needs analysis that includes retirement analysis and programs, estate strategies, employee benefit and retention services, and business continuation strategies. Lucas is dedicated to building long-term relationships with his clients, and advises them on suitable products and solutions based on their risk tolerance and timeframe.

Lucas works at WestPoint Financial Group, where he serves as a financial planner. Prior to this, he held several financial advisory roles at Choice Advisors LLC and Packerland Brokerage Services, Inc.. He also worked as a tax advisor at Focused Tax Solutions. Lucas is a former Board Member of Friends of Wehr Nature Center, Inc., and holds a license to sell insurance in Wisconsin.