Lucas Dancy-Cabeal

Lucas is a financial professional with Osaic Wealth Inc.®with over seventeen years' experience in the financial services industry.  Lucas joined Principal® in 2008 and Osaic Wealth in 2023.  Prior to that, he worked with small businesses in banking and lending.  He helps individuals, families, executives, and business owners in the following areas: 
  • Life Insurance
  • Disability Insurance
  • Individual Retirement Solutions (IRA's) 
  • Annuities 
  • 401(k) Retirement Plans
  • Health Insurance Plans/Group Benefits
  • Exit Planning
  • Buy/Sell Planning
  • Executive Benefits
  • Retirement Planning
  • Risk Management Strategies
  • Education Funding
EDUCATION 
  • Bachelor of Arts in History & Philosophy
  • Series 6,7,63 & 65 Securities Registrations. 
  • CA, TN, NV, & AZ Life Licenses
  • CA Health License 
Lucas has been married to his beautiful wife Krysta for over 20 years. They have two boys, Reed and Ellis.  They currently reside in Mount Juliet, TN where Lucas is an active member in the community.  
 
 
 
1997979-012022