Lucas joined John Bongiovanni’s team in 2016 as Manager of Investment Operations. As of 2022, John welcomed Lucas as a Partner of Generational Wealth Management. Lucas assists John in advising more than 500 clients of 20 states. He focuses primarily on investments and is responsible for client review meetings as well as client investment services and solutions.

Lucas earned his Bachelor of Science in Business Administration from Edinboro University of Pennsylvania in 2007. Before joining Northwestern Mutual, Lucas gained six years of investment experience with a large regional bank. During that time, he completed advanced coursework at Carnegie Mellon University, earning his Certified Investment Management Analyst (CIMA^®) designation.

Most recently, he earned his CERTIFIED FINANCIAL PLANNER™ certification in 2020. Lucas is also FINRA Series 7 and 66 licensed and has his Life and Health licenses. He is a member of the Investment and Wealth Institute, which is a standards body for financial professionals who embrace excellence and ethics.

Outside of the workplace, Lucas volunteers his financial knowledge as a member of the Endowment Committee for the Leadership Christian Academy. Lucas lives in Edinboro, Pennsylvania with his wife Emily and their two children Levi and Leksi. He enjoys weekend trips to his family’s Findley Lake house, skiing at Mt. Pleasant and spending time with his children.

Adam Jack began his career in 1997 with Northwestern Mutual and has been a Wealth Management Advisor for 25 years prior to joining Generational Wealth Management in 2022.

Adam earned his Bachelor of Science in Finance while attending Grove City College. He holds the Chartered Financial Consultant (ChFC^®) designation from the American College of Financial Services. He has qualified for the Million Dollar Roundtable and has been the recipient of NAIFA’s Quality Award several times over, demonstrating his commitment to a high standard of care for our clients. His experience with retirement plans, asset allocation, portfolio management and risk management spans multiple market cycles and positions him well to lead the development of investment and income strategies in conjunction with our comprehensive financial planning.

In the community, Adam has a passion for coaching youth and high school sports, most recently serving as the head coach for his high school alma mater’s football team, leading them to three division titles and four playoff appearances during his tenure. He also serves as a member of the Smethport Rotary Club.

Adam and his wife, Michele, live in Smethport, Pennsylvania. They have been blessed with three children: Lindsay, Marissa, and Parker. They enjoy attending sporting events, traveling, and spending time with family and friends.