Luke believes financial confidence changes everything. He has seen how a clear plan can turn uncertainty into direction and help people move forward with purpose.
From the beginning of his career, Luke understood that delivering meaningful value requires more than good intentions. It requires knowledge, discipline, and a commitment to mastering the craft. Guided by strong mentors early on, he took that lesson seriously and dedicated himself to developing the knowledge clients rely on today.
Luke approaches wealth management with a comprehensive, big-picture mindset. He works closely with clients to understand their priorities and design strategies that align investments, retirement planning, estate considerations, and risk management into a coordinated plan. His goal is not simply to manage assets, but to help preserve and grow wealth in a way that supports the life each client envisions.
A graduate of the University of Louisville with a degree in business marketing, Luke earned the AAMS®, AIF®, and WMS™ designations, along with his Series 7 and 66 securities licenses and health and life insurance licenses. Originally from Roanoke, Virginia, he has proudly made Louisville, Kentucky, his home and lives in the Plainview area with his wife, Kaelyn, and their two daughters.
Outside the office, Luke still enjoys shooting hoops and spending time on the golf course, though he admits golf may be winning out these days.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.