Trust Point Inc.
Lucas Baumgartner is an experienced finance professional with a Bachelor of Science in Finance from the University of Wisconsin-La Crosse. Currently serving at Trust Point Inc. since May 2019 in various capacities including Estate Administrator and Relationship Manager, Lucas has built a robust career in client service and administrative roles. Prior experience includes positions at The Waterfront Restaurant and Tavern as a Bartender, and at organizations such as The Weber Group and Marine Credit Union, where responsibilities ranged from accounting to financial services. Lucas's work history reflects a strong commitment to providing exceptional service and managing financial processes efficiently.