LPL Investment Advisor Representative
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.