Lucas Poteet

Wealth Advisor Associate

Lucas Poteet joined Monarch in 2025 with a background in corporate financial analysis and a strong drive for continuous improvement. He offers a detail-oriented, analytical approach to supporting clients and advisors, and is committed to delivering exceptional service through thoughtful communication, technical knowledge, and an eagerness to grow.

Lucas’s passion for financial planning was sparked by a personal experience early in life—navigating the complexities of managing inherited assets after the loss of a family member. That experience shaped his desire to help others feel informed, empowered, and confident in making financial decisions during all of life’s transitions.

Lucas believes financial literacy is one of the most powerful tools available, especially in today’s increasingly complex economy. Whether assisting with planning strategies or addressing day-to-day client needs, he approaches each interaction with patience, clarity, and a genuine desire to help.

Fluent in English and Spanish, Lucas enjoys building strong client relationships and takes pride in being a reliable, approachable resource. He is proud to be part of Monarch’s mission to serve clients with integrity and care.

Lucas earned his degree from the University of California, Santa Barbara. Outside the office, he enjoys hiking, playing the drums, and staying active with friends over a competitive game of Spikeball.