Local Company. Big Impact.

We help individuals and families plan for everyday needs, big aspirations — and everything in between.

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David Lukas

Retirement Planner | Author | Radio Host

David believes solving financial concerns is just the beginning; Supported by a team that shares his vision, David believes wealth should enrich life’s most meaningful moments.

Following his own journey and desire to dedicate more time to family and health, David developed the T.H.R.I.V.E Planning Process, which focuses on a client’s financial and personal well-being, emphasizing vitality and health.

“Retire the old,” says David. “You were meant to thrive.”

David’s radio show, “Total Wealth With David Lukas,” has been on the airwaves for 15 years and is an extension of his mission to help people achieve a work-optional lifestyle. David frequently appears on local television news stations, including KATV, KARK, and KTHV, where he shares his insights and expertise. He is also a contributor to Kiplinger.com.

David has been married for over 25 years and has three kids. When he’s not helping clients, David loves spending time with family and everything related to the ocean, especially scuba diving.

Drew Payne

Retirement Planner

Scott Starkel, CRPS

401(k) & Retirement Plan Specialist

Jonathan Bean

Marketing & Operations

Devon Alpe

Paraplanner | Director of Client Services

Maritza Caro

Client Experience Specialist

Jasmin Jamolin

Admnistrative Assistant

Nicole Neely

Planning and Operations

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