Meet Willy

William J. Lukach Jr. (Willy) is the Founder of Trestle Glen Advisory. With over 35 years of experience, Willy enjoys helping clients understand and manage their personal financial lives while navigating the complexities of financial markets constantly affected by domestic and world events.

Originally from Mansfield, Ohio, Willy holds a B.A. in Political Science from the University of Cincinnati and an MBA form the Darden School at the University of Virginia. After decades on the institutional side of the investment business, Willy chose to establish a practice providing advice to a select group of clients on their investments and personal financial lives.

Willy is dedicated to curiosity by studying the events of the world and economies that present opportunities and risks for investors. He commits to walking alongside clients and providing advice as they travel on their financial journey.  His go-to market advice: “It’s highly unlikely it’s different this time.”  This timeless perspective embodies his outlook beyond market fluctuations and economic shifts.  His favorite part of the job is guiding clients toward achieving financial milestones by identifying opportunities to seize and risks to avoid.