Lucas Karnes

Lucas Karnes has built his career around providing customer service to clients.. As Relationship Manager, he is committed to providing thoughtful guidance and intelligent solutions that empower clients to pursue their most important aspirations with clarity and confidence.

Lucas brings a disciplined and strategic approach to customer service, shaped by his experience as a U.S. Air Force pilot. Drawing on the structure, precision, and forward-thinking mindset required in high-stakes aviation, he helps individuals and families chart a clear path toward their financial future. He is passionate about building meaningful relationships with clients and delivering strategies tailored to their unique needs.

Lucas is a graduate of the United States Air Force Academy and holds a Master of Business Administration (MBA) from the University of California, Los Angeles. He also earned a Certificate in Financial Planning from Boston University.

A little more about Lucas…

What do you enjoy outside of work?

Originally from Austin, I’m a big fan of Central Texas BBQ and now in that I'm in California, discovering new wines. My favorite way to spend a weekend is hosting friends and family, pairing BBQ and wine with great conversation to bring people together.

What is something not everyone knows about you?

I appeared as an extra in a Bollywood film! 

What is one of your favorite travel experiences?

Working in Antarctica supporting the National Science Foundation