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Lucas Breeden

(336) 236-7612

About me

After graduating from the Citadel in 2010, Luke went to work in his family’s insurance firm and became a fully licensed insurance agent in Property & Casualty and Life & Health. He and his wife, Courtney Wilkes Breeden, call Lexington home.  

Luke joined Consolidated Planning in March of 2014, and loves working with both individuals and business owners. "My goal is to help families and business owners insure, invest, and manage wealth and understanding. I help my clients to discover financial myths and identify failed strategies, financial miscalculations, and help them get organized to achieve financial balance. We focus on planning and cash flow because a key to wealth management is saving and insuring your ability to save. We focus on today so that we will have better tomorrows by employing unique strategies tailored to each individual client without asking them to take more risk."