Matt Lugar, CIMA®

Matt Lugar, CFP®, CIMA®, QKA®

Financial Advisor

Matt is a key member of TGS’s advisory team, working closely with clients to deliver comprehensive, goals-based financial advice. He partners with individuals and families to design and implement customized investment strategies aligned with their long-term objectives, time horizon, income needs, and tolerance for market risk. Matt plays a central role in portfolio construction and oversight while integrating investments into the broader financial planning process, helping clients make confident, well-informed decisions across all aspects of their financial lives.