Luke serves as a Private Wealth Manager, working directly with his clients to create, implement and maintain complex financial plans. Luke practices in the areas of retirement planning, investment management, tax planning, education planning, estate planning, risk management, and charitable planning.
With over 8 years of experience in the Financial Planning industry, Luke offers his clients a comprehensive planning experience. Prior to joining Creative Planning, he served as a Wealth Advisor at a financial planning firm in San Francisco, CA, working directly with clients on all aspects of their financial lives.
Luke earned his Bachelor’s degree in Financial Planning at Alfred State College in New York State. He is also a CERTIFIED FINANCIAL PLANNER™ professional as designated by the Certified Financial Planner Board of Standards.
Luke is passionate about musical performance, classical literature, and distance running.
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