Additional Designations and Licenses: CRPC®, Series 7, Series 63, 66, and Life, Accident and Health License
Education: B.A. in Criminal Justice from Plymouth State University
Luke’s path to financial planning was inspired by personal experience: watching his own parents struggle to find trusted financial guidance.
That experience became his mission—to help others gain the peace of mind his family lacked.
Luke leads with empathy and patience, bringing calm to conversations that can otherwise feel overwhelming. His strengths lie in navigating transitions—retirement, loss, divorce, career change—and creating plans that clients feel good about.
He believes planning should be collaborative and educational and is known for explaining complex scenarios in a way that clients understand—and remember.