Our Team

Lucas Wagner, MBA CFP® | President

Lucas Wagner is a ten-year financial service veteran, an MBA, and a Certified Financial Planner® practitioner. He started investing at eighteen years old with the help of a financial advisor and eventually became one, using the same fundamentals today for clients as he has practiced himself for nearly two decades.

A true geek, he coded all of this – even the words you're reading right now. He programs in Python and Ruby for fun, loves UNIX, and uses Macs. At this point in his life, he's okay admitting that. In fact, his first business out of college was building high-powered computers for fellow geeks over at MIT from a basement office in Cambridge, Mass.

As a client, himself, before becoming an advisor, he is passionate about objectivity, honesty, and, above all, remaining disciplined in trying times. The capital to form Prosperlogic came from investing in 2008, when everyone was exiting the market. The name "Prosperlogic" comes from this experience – behind prosperity is methodical, disciplined logic.

He holds an MBA from Thunderbird School of Global Management and has toured companies internationally, visiting with the executive management in Europe, the Middle East, India, and China.

Stacey Lim | Concierge Team Lead

Stacey Lim epitomizes the dynamic and entrepreneurial spirit that Prosperlogic attracts. Stacey began with the company as an intern and is now involved with all aspects of the company's operation. A professional and eloquent communicator, Stacey is responsible for ensuring that all clients receive world-class care. Her inspiring attitude and sensitivity to clients’ needs make her an invaluable part of the Prosperlogic team.

Drawing on her experience in training and development for Human Resources, Stacey is also responsible for the training and recruitment of concierges and helping to craft an open, lighthearted work atmosphere.

An American citizen with global experience, Stacey has lived in North America and in Asia and is accustomed to working with a diverse group of people. She holds a degree in Business Administration from the University of the Cordilleras.

Nina Shaw, CFA | Sr. Financial Analyst

Nina is our portfolio manager and resident Chartered Financial Analyst. Nina has worked in private wealth management on the East Coast for the majority of her career, managing the investments for a diverse group of investors. She maintains that, while markets may be difficult to predict, a disciplined approach and personal insight make the difference.

While Nina is great with numbers, she’s also a proud parent of three and loves to travel.