For nearly a decade, Lucas has been dedicated to helping businesses build and manage effective workplace retirement plans that support both company success and employee financial well-being. As a passionate advisor focusing on 401(k) plan consulting, fiduciary oversight, and retirement plan design, he works closely with business owners, HR professionals, and executives to navigate the complexities of retirement benefits while ensuring plans remain competitive, cost-efficient, and compliant.

Lucas Gillis holds the Accredited Investment Fiduciary™ (AIF®), Certified Plan Fiduciary Advisor (CPFA), and Certified Financial Wellness Professional (CFWP) designations, reinforcing his commitment to fiduciary excellence and employee financial education. As a trusted financial advisor, Lucas specializes in implementing and servicing workplace retirement plans, fiduciary consulting, retirement plan design, and guiding employers through strategic plan enhancements that drive better retirement outcomes for their workforce.

A Northern Colorado native, Lucas values promoting the community and supporting local businesses. He is an active leader in local young professional organizations, where he helps emerging professionals advance their careers, develop leadership skills, and expand their professional networks. He also participates in regional community leadership programs that foster a stronger, more connected business environment in Northern Colorado.

Outside of work, Lucas enjoys making the most of Colorado’s outdoor lifestyle. He can be found skiing, hiking, camping, and golfing and is a strong advocate for health and wellness. Whether hitting the trails, training at his local gym, or catching a live sports game, he embraces an active lifestyle that mirrors his energetic approach to helping businesses and individuals achieve financial success.

Lucas’s deep knowledge of workplace retirement benefits and fiduciary consulting, combined with his dedication to client success and community leadership, makes him a trusted partner for businesses looking to enhance their retirement plans and build a financially secure future for their employees.