Who we are

Lucas began his career as an ordained minister in the United Church of Christ, a role that requires an unusual blend of organizational savvy, community leadership, and pastoral care. He then transitioned into non-profit consulting and executive leadership, serving on local community boards and as the director of a fledgling nonprofit. Now, rather than serving big organizations, Lucas brings his flexible skillset and cheery determination to individuals and families. He loves helping people re-envision their lives, set goals, make plans, and secure the support they need to follow through.

Lucas has led organizations through complex situations that sometimes felt “sink or swim.” Our lives can sometimes feel like that, too! His experience leading ambitious churches and nonprofits with limited budgets has taught Lucas how to set and achieve bold goals, while staying realistic and efficient.

A lifelong learner, Lucas is always working to build new skills to better support his clients. He is currently receiving advanced training through the Certified Divorce Coach program, is working toward the designation of Accredited Financial Counselor, and is completing the coursework to become a Certified Financial Planner. Lucas is also a member of an exclusive online community of estate managers from around the country, which gives him access to professional resources, advice, and connections in that field.

He wants to put these experiences and skills in service to your need for stability and flourishing. Lucas can be your partner and cheerleader as you confront those parts of your life that are keeping you up at night.

His skills include: 

• Listening closely to what you are saying, but also hearing what goes unsaid as you craft your plans for decisive action.

• Managing your relationships with helpers along the way, which can include negotiating with contractors, vendors, and partners to keep costs low and impacts high.

• Making sense of complex situations, both personal and organizational (budgeting, financial documents, legal documents, communications, and more)