Lukas Duffy

CFP®, CEPA®

Wealth Advisor, Director


Luke earned his Bachelor of Arts in Criminal Justice from Western Michigan University. After that, he served three years in the U.S. Army as an Indirect Fire Infantryman. He then went on to complete his MBA from the University of Dayton. He holds the FINRA Series 7 license, Series 66 license, Indiana Life & Health Insurance Licenses and is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Exit Planning Advisor.

In his free time, Luke enjoys being outdoors, cheering on the Chicago Cubs, golfing and spending time with friends and family.

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