John Lucas, Managing Consultant at FIndley

John Lucas

Managing Consultant

After spending over 15 years working as a tax and employee benefits consultant, primarily with a national accounting firm, John joined the firm in 2001. Drawing on the wealth of experience and contacts that he has made in over 30 years in the field of employee benefits, John is a “go-to” resource for complicated and arcane compliance matters for our firm and our clients. Typical client projects that John is involved with include:

  • plan design consulting
  • complex draft document preparation
  • compliance, corporate governance, and fiduciary review projects
  • assisting clients with the resolution of ERISA or tax-qualification compliance defects
  • consulting related to business acquisitions or divestitures

John is a Certified Public Accountant (CPA) and a Certified Pension Consultant (CPC). He received his JD from the University of Akron and his BBS from Marshall University.

Download Bio PDF