Team Member Profile

Professional Biography

Lucas Peterson is a Paraplanner at Carlson Capital Management. In this role, Lucas works closely with the firm’s wealth advisors, collaborating throughout the planning process to deliver comprehensive financial plans to clients. He is responsible for collecting, tracking, and monitoring related data, preparing presentation materials, and assisting with portfolio management. Lucas also facilitates client-advisor communications and works proactively to monitor and complete client-related servicing activities. In addition, he is responsible for a strong working knowledge of and leveraging of firm technology to best serve clients.

Lucas is a graduate of Winona State University, where he earned a B.S. in Business Administration. During his time at Winona State, he was a member of the men’s golf team and competed on the school’s sales team, which traveled across the country for national competitions. Prior to joining the Carlson Capital Management team, Lucas worked for a national provider of retirement and benefit plans, where he provided service on retirement plans for business clients and their employees. Lucas holds the Chartered Mutual Fund Counselor™ designation granted by the College for Financial Planning^®. 

Lucas lives in Northfield, Minnesota, with his wife Malory and their son Creighton. He enjoys hunting, fishing, golfing, and spending as much time as he can with his family.

Personal Thoughts

A few years ago, I had my “why” moment—the moment that solidified my decision to continue with a career in financial planning. A woman in her mid-60s came in to meet with me regarding her retirement outlook. Before I could even say “hello,” she said, “I know I will never be able to retire so let’s just make this quick and quiet and I’ll be on my way.” She had never dreamed of retirement; her thought was she started to save too late in her career and would never be able to catch up. After an in-depth planning review, we determined she had in fact saved enough to retire in the next five years. I watched her demeanor turn from hopeless to hopeful in a matter of seconds. That is my “why”: the opportunity to help my clients realize their financial goals. I am honored and privileged to have the opportunity to play my part in their success.