Lucas Mendoza Wealth Advisors | Wealth Management

Who We Are

If you are going to entrust anyone with your financial future, it is essential that you know who will be on your team. Lucas Mendoza Wealth Advisors (LMWA) is a full-service, multi-disciplinary wealth management firm that addresses the many financial concerns of individuals and families. Our diverse team has wide-ranging, complementary skill sets. Below, we provide detailed biographical info on each member of the team so that you can know where we are coming from and what we will bring to bear in our service to you.

Christopher Mendoza

Co-Founder & President

Christopher Mendoza, a co-founder of LMWA, has a background in corporate finance, small business operations, and tech entrepreneurship. Chris is passionately devoted to the firm’s mission to help families achieve their essential...

Ian Lucas

Co-Founder & Head of Investment Research

Ian Lucas, co-founder and Head of Investment Research of LMWA, has a background in financial engineering, technology, entrepreneurship, and military service. His primary mission is to build stronger investment engines to power the...

Kevin Walda, Ph.D., J.D.

Chief Compliance Officer

Kevin Walda, LMWA’s Chief Compliance Officer, has a background in science and family law. It was while managing the Analytical Facility at The Scripps Institution of Oceanography that Kevin developed a passion for teaching, not...

Patrick Klacka

Wealth Manager

Patrick Klacka is a Wealth Management Associate at LMWA. He applies a process-driven mindset, honed over the course of twenty years as a software developer, to help people who work hard for their money ensure that their money is...

Carey Pott

Wealth Manager

Client Centered

Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.

Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.