The path to financial independence can be a long and winding road, but you don’t have to travel it alone. What if you could have someone to help you on the way towards your destination?
Lucus Scott celebrated 10 years with Empeople Investment & Retirement Services in 2026, after several years as an advisor with Merrill Lynch and New York Life/NYLIFE Securities. He earned his LUTCF® designation from the American College of Financial Services in 2013 and his AIF® designation in 2016.
As a fiduciary, Lucus works in his clients’ best interest to help them progress towards their objectives. He believes in the benefit of creating a financial plan that serves as a living document to help guide their journey. Whether you need help planning for your retirement (or enjoying it once it arrives), addressing your legacy, or preparing for the possible impact of a life or long-term care event, he will work with you to pursue your goals together.
A financial professional since 2010, his experience has taught him to understand the unique and varied needs of his clients. Lucus works with people in all stages of life, from early in their careers to those nearing and in retirement. One of his favorite things about being an advisor is giving his clients the confidence to spend their hard saved money. “Some of my best savers are the toughest to convince to spend their money.” Lucus said. “Building and annually updating a financial plan helps clients feel confident in giving themselves ‘permission’ to spend and enjoy their retirement years.”
When not at work, you will likely find Lucus on the golf course, cheering on the Iowa Hawkeyes, or showing off pictures of his nieces and nephews. An active member of Wakonda Club, he has volunteered on the golf and greens committees as well as the junior caddie training team. “Our junior caddie program is connected to the Western Golf Association’s Evans Scholar Program. Giving student caddies the opportunity to earn a college scholarship that could be a life changing event.”
Lucus is based at our Financial Wellness Center in Ankeny, Iowa but works both in person and remotely with clients throughout the Midwest and across the country.