Scott Lucas, CFP®, CKA®, CES™
Wealth Advisor

Scott Lucas and his wife Shari live in Greensburg, PA, serving the Pittsburgh area at-large. Scott is a CERTIFIED FINANCIAL PLANNER™, a Certified Kingdom Advisor®, as well as earning his Certified Estate Planning and Trust Specialist (CES) designation. He served as the Executive Vice President with his previous firm and has been advising clients in financial affairs for over 13 years.

Scott also completed graduate work in 2004 from Duquesne University to earn his MSEd with a concentration in Counseling. This education and training gives him a unique approach to advising clients that is both results driven as well as collaborative in nature. His relational touch helps clients navigate financial affairs and decisions with confidence, together asking the right questions and finding the client’s best answers.

Scott has also served clients transitioning into Medicare since 2009 and has helped hundreds of people make their way through the process. He has a deft hand in educating people and providing them the information that they need in order to make the best decisions for themselves. He is an independent agent contracted with a multitude of insurance providers, maintaining his certifications on an annual basis through training and testing.

In 1995, Scott earned his Environmental Science undergraduate degree at Westminster College in western PA. He owned and operated a small environmental consulting company focused on reducing clients’ environmental footprint and cost savings related to their waste disposal from 2000 until 2009.

Scott’s current passions are his faith and the relationships that God brings into his circle of influence. He understands that he is a steward of these relationships and enjoys working with people in designing their financial plans and serving them by seeking to answer some of life’s most difficult questions as they relate to finances.

(724) 875-2202