- Mark E. Amberg
- Matthew Andrulot
- Lauren Austin
- Michele Beernink
- Lucas R. Belanger
- Debbie Berlin
- Sheri Bullard
- Brad Coppel
- Kevin Cuff
- Dwight Davenport
- Jason Edelson
- David Gonzalez
- Nancy Gordon
- Brian J. Grumbach
- Ayaz Hasan
- Lucas Hodge
- Emily Hogan
- Charles S. Holt
- Carol Hopkins
- Megan Horneman
- Susan Insley
- Stephen Jacobson
- Edward Karppi
- Leo J. Kelly III
- Kathryn Kelly
- Kai Kressman
- Noel LaMontagne
- Cameron Leydig
- Annie McCann
- Nancy McColgan
- Peter McGratty
- Matthew S. Moore
- John Morgan
- David Nelson
- Thomas J. New
- Taylor O’Hara
- Matthew Pietzak
- Avery A. Prkna
- Liz Richter Psota
- Richard M. Rosa
- Brian Sabo
- Jonathan Saklad
- Michael Salerno
- Nicholas Schiavone
- Robert Schmitt
- Meg Sheil-Puopolo
- Stephen Thacker
- Michele Welsh
- Kelly Wright
- Andrew Wright
Lucas Hodge
Private Wealth Associate
As a Private Wealth Associate, Lucas is committed to providing detailed service and strategic guidance to our wealth management clients. With a strong background in risk management, business strategy, and portfolio management, Lucas excels as an operations manager, focusing on investment due diligence, performance reporting, and database management.
Lucas holds a Bachelor of Science in Political Science and History from Radford University and a Master of Public Administration from Virginia Tech. He is a recipient of the prestigious Jerry E. Scholar Award and has earned both the Series 65 and SIE® certifications.
Get to know Lucas!
If I were not a financial professional, I would be:
“Professional poker player or clandestine operator for the CIA.”
The lesson or piece of advice my parents gave me:
“If you’re going to do something, go all the way and devote your entire self to it.”
Things that make me happy:
“Old country music, finding a good camping spot, and cooking for my family and friends.”
