
Lucas Allen
Wealth Advisor
Wealth Advisor
Wealth Advisor

Luke is a wealth advisor at Rockwell Advisors. He brings a vast array of experience and knowledge to both the company and his clients. In 2007 while studying economics at the University of Utah, Luke began his career at one of the largest asset management and financial services firms. There he gained operational and service excellence. Most importantly, he learned that his passion is helping people simplify and optimize their financial lives.
Check Out Lucas Allen
He is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. With a focus on building lasting relationships, Lucas is dedicated to providing clear, actionable advice.
Outside of the office, Lucas enjoys spending time with his family, golfing, and exploring the outdoors.
