Hi, I'm Joseph Lucas. Before joining the Farm Bureau Wealth Management team, I worked in the financial services industry for over 12 years as an insurance agent with Farm Bureau and then as a financial advisor for over 5 years with a different investment firm. I am pleased that I am now able to return to Farm Bureau as a Wealth Management Advisor.
My wife, Jane, and I have two children, Emma and Owen. We enjoy chasing them to all of their many activities and sporting events. Spending time together as a family is our top priority. Both of us are grateful to live in Southwest Iowa and do business with the friendly and caring community members in this area.
My goal is to help you plan for the unexpected and protect your future. Getting to know you and the things that are most important to you will help me customize your financial plan to fit your specific needs. Where other companies may rely on algorithms to predict your needs, I believe nothing can really replace the value of the face-to-face interaction I have with my clients.
Give me a call today to learn how I can help you protect your family and your future.
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Plan Today. Prepare for tomorrow.