Lucas A. Luckett, CPA/PFS, CEPA

Professional Profile

Luke is a principal in Tax. As a Personal Finance Specialist (PFS) and the youngest-known Certified Exit Planning Advisor (CEPA), he brings a wide variety of tax and family wealth experience to his clients, specializing in individual and trust tax planning, business transition planning, estate planning, executive cashflow planning and stock option planning. Luke enjoys consulting with clients to help them meet their personal and financial goals.

Education & Certifications

• Personal Financial Specialist (PFS)
• Certified Exit Planning Advisor (CEPA), Exit Planning Institute
• Certified Public Accountant (CPA), State of Missouri
• B.S.B.A., Accounting, Southeast Missouri State University, Cape Girardeau, MO
• B.S.B.A., Finance, Southeast Missouri State University, Cape Girardeau, MO

Professional Organizations

• Missouri Society of Certified Public Accountants (MOCPA)
  • Chair, St. Louis Chapter (2017-2018)
  • Professional Learning & Networking Task Force
  • Professional Outreach Task Force
  • Community Outreach Task Force
• American Institute of Certified Public Accountants (AICPA)
• Estate Planning Council of St. Louis
  • Young Professionals Board

Community Leadership

• Southeast Missouri State University Alumni Association

Awards

• 2020 Spirit of Rainmaker, The Rainmaker Companies
• 2018 Outstanding Young Professional Award, Missouri Society of Certified Public Accountants (MOCPA)
• 2017 30 Under 30, St. Louis Business Journal
• 2017 Leadership Academy Class, American Institute of Certified Public Accountants (AICPA)