Menu
 
 
 

Lukas Eldridge

AIF®

Retirement Plan Advisor, Business Development

Professional Experience

Lukas joined Sentinel Benefits & Financial Group in 2017 as a Sales & Business Development Representative. Lukas is one of the first graduates of Sentinel’s Sales & Business Development program. This 15-month rotational program is designed to recruit and train the next generation of benefits professionals through hands-on sales experience in the financial services industry. In this role, Lukas developed deep functional expertise while gaining broad exposure to business and client relationships.

Lukas currently works as a Retirement Plan Advisor. In this role, he helps clients and their employees become better prepared for their financial futures through the design, implementation, communication, and administration of retirement plans.
 
"Far and away the best prize that life offers is the chance to work hard at work worth doing." -Theodore Roosevelt

Educational Background and Certifications

  • Arizona State University, Tempe, AZ - Bachelor of Arts, English
  • FINRA Series 65
  • The Commonwealth of Massachusetts - Life, Accident & Health Insurance licenses
  • Accredited Investment Fiduciary®, AIF®

Hometown

Rowley, MA

Out of the Office

Lukas enjoys exploring New England's different ski slopes in the winter and golfing and fishing on the Cape come summer.

LinkedIn Email Lukas Eldridge

Thought Leadership

Student Loan Forgiveness Can Help Boost Retirement Savings

Read More

You are about to leave our website

You are now leaving the website of Sentinel Pension Advisors, Inc. ("Advisor") and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored by Schwab. Schwab has no responsibility for the content of Advisor's website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchaseor sell any security.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.

You are about to leave our website

If you would like to continue to another site, please click continue below.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.