Lucas Klosterman enjoys putting people first and helping individuals and families take control of their finances. As part of a collaborative team, Lucas works hard to understand each client’s values—their purpose for their money—to support the development of a financial plan that feels personal and meaningful.

In partnership with the breadth of the Sequoia team, Lucas builds trusted relationships through deep, active listening. With a steadfast commitment to upholding Sequoia’s core value of integrity, he strives to ensure a consistent, high-quality client experience where everyone can feel heard, understood, and supported.