Lucas Schwaller, CES®

Wisconsin Office

Lucas Schwaller, CES®

Wealth Management

Lucas Schwaller joined FIM Group in 2014 as an investment adviser representative responsible for assisting new and existing clients in the implementation of trust and estate planning strategies.

Lucas graduated from Rockhurst University with a B.A. in English in 2006 and Creighton University with an M.A. in English in 2009. Prior to joining FIM Group, Lucas served as Vice President of Marketing and Sales for RealView, LLC, a software development company headquartered in Chicago, Illinois. Lucas also has experience teaching English at the collegiate level.

In 2015, Lucas earned a Certified Estate and Trust Specialist designation from the Institute of Business & Finance. The CES™ designation involves coursework, testing, and a case study requiring extensive knowledge of estate planning goals, beneficiaries, wills and probates, retirement accounts, taxes and trusts, living trusts, post-mortem guidelines, control trusts, funerals, and incapacity.

Much of Lucas' time outside of the office is spent with his wife, Courtney, and their daughter, Margot. He is also an avid hockey player and an active member of Rotary Club of La Crosse - After Hours.