Bowling Green, OH

28 years in the financial services industry. I work as an advocate for my clients.

Lukas is an investment advisor representative and holds his Accredited Investment Fiduciary® (AIF®) designation. With a strong background in Finance and Economics, his goal is to help leverage the complexities of the markets to create a comprehensive plan that adapts to his clients’ needs as they evolve. Managing wealth and risk through robust product offerings and cutting-edge technology, Lukas seeks to bring clarity and confidence to his clients and develop a relationship built on trust, consistent dialogue, and mutual respect.

Lukas loves what he does behind the scenes for his clients – such as market/investment research, risk analysis, and portfolio management – as well as what he does overtly with his clients – such as presenting strategies, discussing the markets, or just talking about life, family, and interests.

My Literary Love

• Capitalism and Freedom by Milton Friedman
• 12 Rules for Life by Jordan Peterson

The Best Getaway

A lakeside or mountain getaway with great food, great company, and great views!

My OneSeven Reason

Started by advisors, OneSeven understands what we need to best serve our clients. From cutting edge technology to hands-on support, they know our clients’ success is what we value most. They allow us, the advisor, to specialize in what we do best, and connect us with other specialists in adjacent industries. From financial planners and estate attorneys, to insurance experts and business support, they equip us with experts in each area – allowing us to offer the best solutions to handle the complexities of our client’s financial lives.

Chris completed his Undergraduate Degree in Finance at Ashland University in 2010. His previous experience as a commodities trader provides a unique understanding of risk management that he is able to apply to client portfolios and plans. He lives in Perrysburg, OH with his wife (Katie) and son (Reid). He is an avid golfer, sports enthusiast and enjoys relaxing by a body of water whenever he has the chance.

Words I Live By

Plan and Adapt. Pray and Accept.

You Should Know…

My goal is for clients to reach a point of financial independence where they choose how they spend their time and live their life. Investing in the stock market, owning real estate, and funding insurance products are just a few common tools that can be utilized to help reach that goal of financial independence. I believe the unique experience we provide to our clients is that we explore what they value most and customize a plan where their financial resources generate that valued lifestyle.

My Literary Love

Golf is not a game of perfect

The Best Getaway

• Anywhere with a Body of Water
• Augusta National Golf Club
• Wrigley Field

My OneSeven Reason

I believe the platform at OneSeven gives our client’s the best integration to provide more robust planning and investment solutions while still being user friendly.

Neil oversees the financial plans for individuals and businesses all across the country. With over 35 years of service in the industry, he provides expert advice on a wide range of areas including asset management, risk management, estate planning, insurance, qualified plans, and tax planning. His most important priority is the client. He loves listening to their journey, their “why”, and getting to know the next generation. The guidance he has provided from generation to generation is well documented and he receives countless compliments throughout the year. Neil earned a Bachelor’s degree in Finance from the University of Wyoming and an M.B.A. from the University of Notre Dame. He has been recognized by Forbes Magazine as one of the Top Advisors in Ohio. He resides in Toledo, Ohio with his wife Carol. They have 3 daughters and a Grandson.

Words I Live By

Do what is right, be the best you can be, and treat others the way you want to be treated.

You Should Know…

Neil met his wife in high school and loves to golf, fish and play pickleball.

My Literary Love

• The Millionaire Next Door by Thomas J. Stanley Ph.D. and William D. Danko Ph.D.
• What They Don’t Teach You at Harvard Business School by Mark McCormack
• The Art of War by Sun Tzu
• The Purpose Driven Life by Rick Warren

The Best Getaway

Naples and ski vacations in Colorado with family and friends.

My OneSeven Reason

It is about you. Neil is relentless in the pursuit of the best platform for his clients when it comes to their needs, wants and wishes. OneSeven has built an incredible organization that will allow him to pursue the best wealth management opportunities in the industry. With multiple platforms and recognition as one of the top RIA’s in the country (USA Today), he will match his experience with OneSeven’s technology.