Knowing that each investor's goals, objectives, and risk tolerance are different, Luke focuses on understanding his client’s needs within the big picture before discussing an individual investment strategy.
Building long-term relationships with individuals and small businesses, Luke is committed to helping clients pursue their long-term financial goals. He enjoys strategizing with members on pre-and post-retirement preparation as well as helping them to create a plan for accumulating and conserving wealth.
Luke graduated from Simpson College in Redding, California with a degree in business administration. He is experienced in managing a wide range of products including stocks, federal tax-free bonds, taxable bonds, exchange-traded funds, mutual funds, annuities, life insurance, long-term care insurance, and much more.
On weekends, Luke is usually enjoying nature with his wife, and three children. A true outdoors-loving family, they love hiking, fishing, and camping.