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Lucas Pelletier

Senior Financial Planner

Lucas Pelletier

Lucas is an Indianapolis native who has also lived in Portland, OR, Denver, CO, and now Nashville, TN. Financial planning has been Lucas’s lifelong passion going all the way back to getting his undergraduate degree in Financial Counseling and Planning, passing his CFP® exam at 24 years old, and spending his entire career helping individuals and families achieve what matters most to them.

Outside of work Lucas enjoys film, rooting (mostly in vain) for the Colts, Pacers, and Arsenal FC, traveling with his girlfriend, Marisa and spending time with their corgi – Rupert, and 3 cats – Chav, Crash, and Mako.

Education: Purdue University, B.S.

"Don't plant your bad days. They grow into weeks. The weeks grow into months. Before you know it, you got yourself a bad year. Take it from me - choke those little bad days. Choke 'em down to nothing. They're your days" - Tom Waits

Get to know Lucas

Lucas Pelletier: Lucas and Marisa at a friend's wedding in Mexico

Lucas and Marisa at a friend’s wedding in Mexico

Lucas Pelletier: Rupert and Slowpoke
Rupert and Slowpoke
Lucas Pelletier: Lucas in Hawaii
Lucas in Hawaii
Lucas Pelletier: Groomsmen for Lucas's friend's wedding in Austin
Groomsmen for Lucas’s friend’s wedding in Austin

Where's your favorite place in the world?

Basically everywhere in Scotland

What’s the top destination on your must-visit list?

Petra in Jordan

What's the best meal you've ever had?

Le Bernardin in Manhattan

What’s the best piece of advice you were ever given?

The best thing to do when you’re in a hole is to stop digging.