Helping clients make smart financial decisions in pursuit of their goals is what drives Luke. An Accredited Investment Fiduciary® with six years of industry experience, he specializes in financial planning, investment research, portfolio review and analysis, due diligence and client reporting for the team.
Luke joined the Global Wealth Solutions Group in 2015, drawn by its client-first philosophy. He earned a Bachelor of Science in business administration (with emphasis in finance and real estate) from the University of Colorado at Boulder. He holds Series 7 and 66 licenses.
Originally from Aurora, Colorado, he lives in Los Angeles. In his free time, you might find him skiing, rock climbing, hiking or volunteering for a worthy cause.