Lucas Schall
Senior Transition Consultant
Lucas Schall has proven himself to be goal-oriented emerging talent in the financial services industry. He previously held the position of Managing Partner at Patriot Consulting Group where his primary focus was on assisting advisors in growing their practices through strategic acquisition opportunities. Lucas is also an adept professional in succession opportunity planning and has a distinguished track record maximizing the equity value of practices for retiring advisors by introducing them to highly sophisticated buyers in his network of contacts. A graduate of Temple University’s Fox School of Business, Lucas is a member of our Nation’s Military and is currently serving as 2nd Lieutenant in the Army National Guard as an Intelligence Officer.
lucasschall@
717-381-6519