Meet The Team

Lucas Nulsen, AIF®

Investment Planner

“An investment in knowledge pays the best interest” – Benjamin Franklin 

In my role as an investment Planner, I am committed to providing clients with investment advice and strategies to help them achieve their long-term financial goals. 

In my free time, I enjoy camping and hiking in the Great Smoky Mountains.

Designations & Certifications

Accredited Investment Fiduciary® (AIF®)

Accredited Investment Fiduciary® Designees can demonstrate that they have met educational, competence, conduct, and ethical standards to carry out a fiduciary standard of care and serve the best interests of their clients.