Lucas Schwaller

Sr. Vice President

Lucas Schwaller

CTFA®, CES®

lschwaller@merceradvisors.com

Since 2014, Lucas has been committed to helping individuals, families, and institutions achieve their financial goals. Before joining Mercer Advisors in 2018, he led trust services at FIM Group and served as vice president of marketing and sales for a software development company in Chicago. He holds a B.A. from Rockhurst University, an M.A. from Creighton University, and the CTFA® and CES® designations. Currently, Lucas is pursuing an Executive MBA at UW-Madison. In his free time, Lucas coaches youth hockey and enjoys reading and writing creative fiction. He resides in La Crosse, Wisconsin with his wife and two children where they hike, mountain bike, golf, fish, boat, snowboard/ski, and live at the hockey rink in winter.

Ames

313 Fifth Street
Suite 101
Ames, Iowa 50010

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Ann Arbor

2373 Oak Valley Drive
Suite 110
Ann Arbor, Michigan 48103

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Boulder

2595 Canyon Boulevard
Suite 320
Boulder, Colorado 80302

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Branson

800 State Hwy 248
Suite #2B
Branson, Missouri 65616

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Chesterfield

16150 Main Circle Drive
Suite 115
Chesterfield, Missouri 63017

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Denver

1200 17th Street
Suite 500
Denver, Colorado 80202

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Denver – Tech Center

5613 DTC Parkway
Suite 650
Greenwood Village, Colorado 80111

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Frisco

610 Main Street
Suite 15
Frisco, Colorado 80443

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Green Bay

2985 Voyager Dr.

Green Bay, Wisconsin 54311

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Livonia

39209 Six Mile Road
Suite 210
Livonia, Michigan 48152

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Onalaska

1837 East Main Street

Onalaska, Wisconsin 54650

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Schaumburg

475 North Martingale Road
Suite 300
Schaumburg, Illinois 60173

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Springfield

1256 East Kingsley

Springfield, Missouri 65804

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