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Lucas Peterson
CMFC™
Associate Director, Wealth Advisor
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About Lucas
Lucas Peterson serves as Associate Director, Wealth Advisor for Sequoia Financial Group.
Lucas is a graduate of Winona State University, where he earned a B.S. in business administration. During his time at Winona State, he was a member of the men’s golf team and competed on the school’s sales team, which traveled across the country for national competitions. Prior to his current role, Lucas worked for a national provider of retirement and benefit plans, where he provided service on retirement plans for business clients and their employees. Lucas holds the Chartered Mutual Fund Counselor™ designation granted by the College for Financial Planning®.
Lucas lives in Northfield, Minnesota, with his wife Malory and their son, Creighton. He enjoys hunting, fishing, golfing, and spending as much time as he can with his family.
Accreditation & Education
Winona State University, B.S. in Business Administration
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Personal Insights from Lucas:
A few years ago, I had my “why” moment—the moment that solidified my decision to continue with a career in financial planning. A woman in her mid-60s came in to meet with me regarding her retirement outlook. Before I could even say “hello,” she said, “I know I will never be able to retire so let’s just make this quick and quiet and I’ll be on my way.” She had never dreamed of retirement; her thought was she started to save too late in her career and would never be able to catch up. After an in-depth planning review, we determined she had in fact saved enough to retire in the next five years. I watched her demeanor turn from hopeless to hopeful in a matter of seconds. That is my “why” the opportunity to help my clients realize their financial goals. I am honored and privileged to have the opportunity to play my part in their success.
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Lucas Peterson, CMFC™
Associate Director, Wealth Advisor
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