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
Luke Drye
Wealth Manager & Financial Advisor
Profile Photo
Greg Whicker
Wealth Manager
Profile Photo
Strawn Markle
Wealth Manager
ZM
Zach Melloh
Wealth Manager

You Might Like

DH
Darla Hansen
Chief Administrative Officer
Corvus Wealth Advisors
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
PM
Prtima MISHRA1
Software Engineer
PA TEST
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank