Lucas Moshier is a Financial Planning Associate for Level Financial Advisors. He graduated from SUNY Alfred in May of 2023 and joined the firm as an intern prior to graduation.
Lucas passed the CFP® examination in July of 2023 and is currently working toward his experience requirements in hopes of becoming an Associate Advisor in 2025. Lucas actively participates in client meetings, and supports advisors through portfolio re-balancing, and assisting in the preparation of comprehensive financial plans. Lucas has a passion to see clients succeed by optimizing their portfolio through tax optimization and investment management. He is a member of the firm’s investment management committee and works on special projects for both the advisory and client services teams of the company.
Lucas is a member of the Financial Planning Association of Western New York.
When he is not at work he enjoys fishing, hiking, hunting and fitness.