Daniel M. Lashinski, CTFA
Dan is a Senior Wealth Advisor with Lucas Group Financial Advisors.
He spent 39 years with US Bank and 17 of those years as Vice President and Personal Trust Relationship Manager before retiring in March of 2013. During that time, Dan specialized in the administration of personal trusts, retirement planning and investment management accounts for individuals, families and charitable organizations.
He is a Certified Trust Financial Advisor and holds a Bachelor of Science degree in accounting from Northern Illinois University. Dan is also an honors graduate of the Stonier School of Banking and a graduate of Cannon Trust School.
Dan has been married for over 40 years and has two grown daughters and two grandchildren. He serves on various local boards and remains active in his community.
Dan joined Lucas Group Financial Advisors in March of 2014 and specializes in assisting clients in reaching their financial goals and managing financial risk.