- Email: firstname.lastname@example.org
Lukas DeWitt is a distinguished Financial Advisor at Proxy Wealth, where he plays a pivotal role in assessing and fulfilling the financial needs of individuals. His expertise encompasses a broad range of services, including investment guidance, tax strategy formulation, comprehensive financial planning, and insurance solutions. Lukas is adept at assisting clients in strategizing for both immediate and long-term objectives, such as retirement savings and other financial milestones.
His professional journey is marked by a commendable tenure in the military, having enlisted in the Army at 19 and serving six years as an engineer. His military experience, culminating in a leadership role, instilled in him vital skills such as teamwork, discipline, and a relentless pursuit of success. Post-military, Lukas transitioned into a managerial role in industrial construction.
Lukas’ entrepreneurial spirit then led him to the real estate sector, where he excelled as a broker, skillfully assisting numerous clients in achieving their real estate aspirations. Recognizing a broader opportunity to aid his clientele, he merged his real estate acumen with financial expertise by joining Proxy Financial.
He holds several professional certifications, including the Series 65, FINRA SIE, NY Life and Health Insurance, and a Real Estate Salesperson License. Outside of his professional realm, Lukas is an avid golfer, a passion inherited from his father, and enjoys morning runs and hiking, embracing these activities as a balance to his dynamic work life.