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Join Lucas Fender at Wealth|KC: Premier Financial Advisory Services

Join Lucas Fender at Wealth|KC: Premier Financial Advisory Services

Wealth|KC, a dynamic and fast-growing wealth management firm located in Overland Park, Kansas, has announced the addition of esteemed financial advisor Lucas Fender, CRPC®, CRPS®. Joining the Wealth|KC team, Lucas enhances their robust practice, which includes four wealth advisors and three support staff. This team has been diligently providing expert financial planning services to individuals, high-net-worth investors, and businesses for more than six years across their two locations in Kansas City and Overland Park.

Lucas brings over nine years of experience from his tenure at Edward Jones, where he honed his expertise in financial planning and investment management. With an impressive track record of managing approximately $120 million in client assets, Lucas is known for his commitment to nurturing enduring client relationships anchored in trust and integrity. Accompanying him in this new venture is Client Support Specialist Mallory Hartwick, further strengthening the team's client service capabilities.

Lucas boasts prestigious professional designations, including Chartered Retirement Planning Counselor SM (CRPC®) and Chartered Retirement Plans Specialist SM (CRPS®). He also holds a prominent role as President of the Johnson County Society for Human Resource Management, underscoring his leadership in the field. When selecting a new firm to join, Lucas and his team evaluated various options and found Wealth|KC to be unparalleled. "We came here to have the capabilities and support we need to provide comprehensive financial planning, without succumbing to corporate pressure that demands a one-size-fits-all approach contrary to our clients' best interests," Lucas explained. "Our shared vision for holistic financial planning, combined with LPL's extensive support and resources, assures us that we can offer an exceptional client experience."

Shean Fletcher, President of Wealth|KC, expressed his enthusiasm about Lucas's arrival: "We are thrilled to welcome Lucas Fender to our team at Wealth|KC. His dedication to delivering comprehensive wealth management aligns perfectly with our firm's values. Both Lucas and Mallory have deep community ties, and after our initial discussions, it was clear they would seamlessly integrate into our team and bring their clients unparalleled guidance and service." For more information about Lucas's role at Wealth|KC, visit their website, contact them via email at [email protected], or call (816) 820-4756. Wealth|KC offers securities and advisory services through LPL Financial, a registered investment advisor and member of FINRA/SIPC.