Meet Luke
Luke is a Financial Services Associate who supports our advisors and team members in delivering high-quality service to clients. He believes trust, communication, and competence are essential for building lasting relationships. With a client-first approach, Luke is committed to helping individuals and families work toward their goals while providing guidance and support along the way.
Luke graduated from the University of Iowa with a degree in Finance, where he built a strong foundation in financial principles and investment strategies. Before joining the team, he gained hands-on experience at a financial services firm, where he developed skills in both operations and client service. He is currently pursuing additional certifications to further expand his knowledge and better support the clients he serves.
Outside of work, Luke enjoys spending time with friends and family. He stays active by golfing and regularly taking his dog on walks. To relax, he enjoys watching movies or binge-watching TV shows. During the winter, Luke loves snowmobiling in northern Wisconsin. He is also passionate about college and professional football, especially when the Hawkeyes are playing!
