Associate Wealth Advisor
Luke is an associate wealth advisor on the Northern California team. He recently graduated from Texas Tech University with a Bachelor of Science in personal financial planning.
While in college, Luke worked for a small practice where he began to really enjoy the “personal” side of personal financial planning. He enjoys getting to talk to people and learn more about them while helping financially plan for the future.
In his free time, Luke enjoys running, pickleball, and hanging out with his wife, Merrik.