Lucas Group Financial Advisors, LLC

Todd Reno is a financial advisor at Lucas Group Financial Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has previously worked at Regal Investment Advisors, Jones Long LaSalle, and Collins Aerospace. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm serves a broad client base using a long-term, evidence-based investment approach centered on diversified passive funds and employs third-party sub-advisers for portfolio management.

Andrew Stewart is a financial advisor at Lucas Group Financial Advisors, LLC with nine years of industry experience. He holds the Series 65 designation and has worked at multiple related firms, including six years at Regal Investment Advisors, LLC. Outside of his advisory role, Stewart serves as a football coach at Freeport Middle School and is the Board President of Freeport Phantoms Youth Football and Cheer. He also sits on the board of The Foundation for Northwest Illinois. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm uses a long-term Modern Portfolio Theory approach with diversified, passive, and evidence-based investments, and collaborates with an affiliated accounting firm for coordinated tax and financial services.

Lucas Beggin is a CFP® professional with 12 years of industry experience. He is a partner at Lucas Group Financial Advisors, LLC and has previously worked with Regulus Financial Group, Regal Investment Advisors, and Lucas Group Financial Advisors, Inc. Outside of his financial advisory role, he serves on the boards of Parkview Homes NFP and the Highland College Foundation, acting as Treasurer for the latter. He is also a partner at Lucas Groups CPA+ Advisors, a public accounting and management firm. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm uses a long-term, evidence-based approach with diversified portfolios and coordinates with its affiliated accounting firm to integrate tax and financial planning services.

Katherine Downing is a CFP® professional with 12 years of experience in the financial industry. She currently works at Lucas Group Financial Advisors, LLC and previously held roles at Regal Investment Advisors, Regulus Financial Group, LLC, and Axa Advisors, LLC. Downing is also licensed as an insurance agent, providing life insurance and annuity services. Lucas Group Financial Advisors offers discretionary and non-discretionary investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm employs a long-term Modern Portfolio Theory approach using diversified, passive, evidence-based mutual funds and ETFs, and coordinates closely with an affiliated accounting firm for integrated client services.

Michael Sullivan is a CFP® professional with 32 years of experience in financial advising. He currently works at Lucas Group Financial Advisors, LLC and previously worked at Cambridge Investment Research Advisors and Wallem Associates, Inc. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to individuals, trusts, small businesses, and foundations. The firm serves a diverse client base and employs a long-term Modern Portfolio Theory approach using diversified, passive, and evidence-based mutual funds and ETFs.

Jeffery Wallem is a CFP® professional with 32 years of experience in financial advising. He is currently with Lucas Group Financial Advisors, LLC, having previously worked at Cambridge Investment Research Advisors, Inc. and operated Wallem Associates, Inc. for over three decades. Lucas Group Financial Advisors provides investment management, financial planning, and employee benefit plan advisory services to a diverse client base, including individuals, trusts, and small businesses. The firm employs a long-term Modern Portfolio Theory approach, utilizing diversified, passive, and evidence-based funds, and coordinates closely with an affiliated accounting firm for integrated client services.