portrait of Lucas Coffey
FINANCIAL ADVISOR

Lucas Coffey

CFP®, ChFC®, ABFP™, AAMS™, CRPC™
4519 Mills Park Cir Ste 400, College Station, TX 77845opens in a new window
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

Focus Areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Business Retirement Plans
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Portfolio Reviews

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • ChFC®

    Chartered Financial Consultant®

  • ABFP™

    Accredited Behavioral Finance Professional™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Personal Interests

  • Hunting
  • Golfing
  • Skiing
  • Wine Collecting/Enthusiast
  • Cooking

Team Members

  • Jennifer Schiller
    Sr. Branch Office Administrator
  • Beth Irwin
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Phone

(979) 690-7357

Fax

(855) 479-6816

Office Address

4519 Mills Park Cir Ste 400
College Station, TX 77845opens in a new window

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