Our Team

Luke is a Certified Public Accountant, Certified Financial Planner™ and Wealth Advisor with Lucas Group Financial Advisors.  He also is an Executive Partner with Lucas Group CPAs. 

He holds a Business degree in Accounting from Western Illinois University, is a graduate from the Highland Leadership Institute and is an Army veteran. Luke has become one of his clients’ most trusted advisors through his role as a CPA since 2004. After Luke and Dick Lamm started their own accounting firm in 2010, they found that many of their clients also had financial questions. This led Dick and Luke to add our Financial Advisors division in 2014. Today, Luke specializes in helping clients incorporate tax planning into their financial plan and investment management. He particularly works with business owners, both as they build their firm, and when they are ready to sell or transition the business.

Luke serves on the Freeport Public Library board, Parkview Home board, Highland Community College Foundation board, is an active member in his local VFW Post and volunteering in the Big Brothers Big Sisters Program. Luke is married to Kimberly and has three daughters, Grace, Elise and Lauren.

Kate is a Certified Financial Planner™, Certified Divorce Financial Analyst®, and Wealth Advisor with Lucas Group Financial Advisors.

Kate holds a bachelor’s degree in Finance from the University of Wisconsin-Whitewater, graduating Summa Cum Laude in the class of 2014. She entered the financial planning profession because she wanted to have a positive impact on the lives of others, helping them to fulfill their financial goals and protect their families. She specializes in building broad-based financial plans, with emphasis on retirement and estate planning.

At UW-Whitewater, Kate competed on the NCAA Women’s Bowling Team, making the Elite Eight in 2013 and the Final Four in 2014. She still enjoys bowling both recreationally and competitively. She and her husband also enjoy tennis, board games, and traveling. They welcomed their first daughter in early 2022 and are looking forward to taking her on new adventures.

Andrew is a Certified Public Accountant and Wealth Advisor with Lucas Group Financial Advisors, and tax supervisor with Lucas Group CPAs.

He holds a Bachelor of Science degree in Accounting and Business Administration from Rockford University. He has over 15 years of experience in tax consulting and services at a regional CPA firm and specializes in all aspects of tax planning for both individual and business clients at Lucas Group.

Andrew currently volunteers as a youth football coach and lives with his wife, Casey and his two children, Aubrey and Brody in Freeport. 

Todd holds a bachelor's degree in Finance and Business Administration from the Forbes School of Business at Ashford University. He has been interested in financial planning since college, so was excited to join Lucas Group in January 2023 after coming from the commercial real estate sector. He is currently taking additional finance courses in pursuit of the Certified Financial Planner™ designation.

While in college, Todd bowled and played baseball. He still bowls competitively as well as playing softball, and is active in the local running and CrossFit community. Originally from the Chicago suburbs, Todd settled in Byron with his wife Brooke and their two dogs. They welcomed their first child, Caroline, in Fall 2022.