Lucas Auger serves as the Director of Client Services for Berger Financial Group, managing our advisor support teams. His primary focus is elevating the level of service our clients receive by overseeing the training, process and development of those teams. Lucas began his journey with Berger Financial Group at their Vermont office, Bell Wealth Management, in the summer of 2019. He previously worked as a financial services professional in Burlington, VT managing retirement and insurance plans for local families and small businesses. In 2022, Lucas moved to Minneapolis seeking to play a more pivotal role in our company. With a master’s degree in Personal Financial Planning, and as a CFP® certificant, Lucas brings his professional acumen and positive attitude to everything he does.
Outside of work, you can usually find Lucas on the tennis court, on the golf course, or on the lake with his dog, Charlie. He has a huge passion for cooking and enjoys dining at many of Minneapolis’s inspiring restaurants.