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Jonathan Lucas

With his 15 years of experience in the financial services industry, Jon has a strong track record of success and has experience in building the presence necessary to obtain new relationships. Jon is responsible for driving business development and strategically growing business in Central Ohio.

Jon received a Bachelor’s Degree of Arts in History and English from the University of Vermont and a Juris Doctorate of Law from Capital University Law School. He currently serves on the Board of Trustees at the Thurber House and on the Board of Directors at The Columbus Club. He and his wife have two sons and reside in Gahanna, OH.

Jonathan Lucas
Senior Wealth Advisor
Powell, OH
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The Journey to Confidence

Building confidence that you're making the right decisions on your financial journey is done one day at a time, one step at a time. Some days, we make great decisions and skip the extra meal out or do a little bit of extra research before deciding to apply for a loan. Other days we're less confident about where our money went or how it's working for us.

No matter what your financial picture looks like now, with the right partner beside you, your financial future can be bright. Let's get started together.