
Dan Lucas
Wealth Manager
LJI Wealth Management
United States, Indiana, Indianapolis
About Me
Dan joined LJI in May of 2014 and brings over 35 years of broad range financial services experience and expertise to the LJI team and our clients. His experience consists of private banking, wealth management, mortgage and business loan origination, branch management, and multiline insurance sales. Born and raised in Indianapolis, Dan attended the University of Indianapolis where he played football and graduated with a degree in Business Administration and minors in both Economics and Marketing. A lifetime Southside resident, Dan and long time girlfriend, Mary Lee, are the proud parents of six children. When not spending time with his beautiful family, Dan enjoys exercise, most sports, and w
Profile Information
Wealth Manager
LJI Wealth Management
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Indianapolis
Indiana
United States
May 15, 2024
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