CoverProfile

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
View more

Profile Information

Wealth Manager

LJI Wealth Management

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Indianapolis

Indiana

United States

May 15, 2024

More profiles to browse

Profile Photo
Strawn Markle
Wealth Manager
JJ
Joshua John
Wealth Manager, Director of Mortgage Services
Profile Photo
Aaron Morrow
Vice President-Investments
BH
Bruce Hubbell
Wealth Manager

You Might Like

SS
Sandy Shen
Research Analyst
Manhattan Family Office
KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
RD
Russ Degitz
Principal
Huntington University