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Micheal L
Series 63, Series 65
Anthem, AZ
Lucas Retirement Group LLC
Micheal Lucas II is a financial advisor at Lucas Retirement Group LLC with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at various firms including Elevated Capital Advisors, Gradient Advisors, and MassMutual. He also maintains an insurance practice affiliated with American Senior Benefits. Lucas Retirement Group provides discretionary asset management and financial planning services primarily for individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to customize investment strategies and often serves as a liaison to third-party money managers.
Jacob J
Series 65
Anthem, AZ
Lucas Retirement Group LLC
Jacob Johns is a Series 65-licensed advisor at Lucas Retirement Group LLC with approximately one year of industry experience. He previously held roles at American Senior Benefits and Florida Financial Advisors DBA Four Corners Financial Advisors. Johns has also been involved in fixed insurance sales as part of his professional activities. Lucas Retirement Group offers discretionary asset management and financial planning services, primarily serving individuals, high-net-worth clients, and business entities. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to customize asset allocation and investment selection according to client objectives and risk tolerance.
Matthew D
Series 63, Series 66
Anthem, AZ
Lucas Retirement Group LLC
Matthew Dodd is a financial advisor at Lucas Retirement Group LLC with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at notable firms including New York Life Insurance Company, Mutual of Omaha, and Merrill. He also maintains an insurance practice affiliated with American Senior Benefits. Lucas Retirement Group offers discretionary asset management and financial planning services to individuals, high-net-worth clients, and business entities. The firm employs a combination of fundamental, technical, charting, and cyclical analysis to tailor investment strategies and often acts as a liaison to third-party money managers.
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