Lucas Warth, CPA

I started my career specializing in auto dealerships and their owners before a move to the mountains of Colorado shifted my focus to high-net-worth families in the Aspen area. I’m a client manager and lead our Private Client Tax & Legacy Services department. Clients rely on responsiveness, constant communication, and proactive tax planning to reach their family legacy and generational wealth transfer goals through income and estate tax planning. My own experience with family dynamics and multi-generational wealth gives me a perspective most CPAs don’t have.

Education: B.A., Religious Studies, Minor in Business Administration, Rhodes College; Master of Accountancy, Colorado State University

Professional Affiliations & Community: Board of Directors and Finance Committee, Youthentity (nonprofit)

Fun Fact: Summers are for golf, winters are for skiing. I also ran cross country and track in college.