Lukas Duffy

Lukas Duffy

CFP®, CEPA, MBA
Wealth Advisor, Director
Valparaiso
Let’s Connect

Education

  • Bachelor of Arts in criminal justice, Western Michigan University
  • Master of Business Administration, University of Dayton

Certification(s) & Designation(s)

  • Certified Exit Planning Advisor (CEPA)
  • Accredited Estate Planner (AEP®)

About Lukas

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.

Lukas’s Recommended Reads

  • 3 minutes

    Moe’s Market Memo – September 18, 2026

    Weekly data-driven insights on the markets and economy Mohammad Abouchleih, MBA, CIMA®Senior Investment Consultant Fed Hikes Rates The Federal Reserve approved a quarter-point interest rate increase on Wednesday, lifting its benchmark rate to 3.75%-4%. The move reflects ongoing concerns about elevated inflation, driven in part by higher energy prices and other economic pressures. Most Fed…

  • 5 minutes

    Weekly Wisdom: Fed Meeting Recap – Higher Rates, Stronger Growth

    The Fed Delivers a Rate Hike The Federal Reserve raised the federal funds target range by 25 basis points to 3.75%–4.00% at its September meeting, marking the first rate increase in more than three years.1 The decision was unanimous and largely anticipated by markets, but the more important message came from the Fed’s updated projections and…

  • 2 minutes

    The Most Powerful Financial Tool Women Have Isn’t Money. It’s Their Voice.

    Why Asking Questions May Be the Key to Financial Empowerment For years, conversations about women’s financial empowerment have centered on income, investing, and retirement planning. While those topics remain important, new research suggests the real catalyst for financial confidence may be something much simpler: asking questions. According to the Savvy Ladies 2026 Mid-Year National Women’s…