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.
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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.
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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.
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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.