Lucas Karnes

Lucas Karnes has built his career around helping clients navigate important life and financial decisions. As a Wealth Manager, he is committed to providing thoughtful advice and personalized strategies that help individuals and families pursue their goals with clarity and confidence.

Lucas brings a disciplined and strategic approach to wealth management, 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 clients 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 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 and has Series 7, 63, and 65 securities registrations.

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