Meet the Team

Lucas Lycksell is a Senior Financial Planner at Connecticut Wealth Management (CTWM). He has experience in financial planning and investment management, as well as estate and tax planning. Lucas thrives on collaboration and enjoys crafting thoughtful solutions.

Previously, Lucas was a High-Net-Worth Consultant on LPL’s Private Client team, where he focused on developing wealth management strategies, estate planning strategies, tax strategies, and customized portfolios for multigenerational families, business owners, executives, and professionals of varying backgrounds. Prior to this, he held positions as a Senior Wealth Strategist at UBS and as an Associate for a New England law firm.

Education & Certifications

Lucas holds a Bachelor of Arts in Political Science with a minor in Environmental Studies from Pacific Lutheran University. Lucas also holds a Juris Doctorate from the University of Michigan and an MSc in Taxation from the University of Oxford.

Affiliations & Community Involvement

A transplant to Connecticut, Lucas now calls West Simsbury home. Outside of professional pursuits, Lucas is drawn to the kitchen, both at home and on the pickleball court. Additionally, he enjoys a varied, albeit inconsistent, workout routine, and is equally content revisiting a beloved reservoir trail or browsing a bookstore for new adventures.