About Luke
Luke has over 30 years of experience in helping clients work toward a wide range of financial goals including but not limited to retirement planning, 401(k) rollovers, sustainable income plans and college savings. Luke believes in taking a diversified approach by utilizing fixed, variable and alternative investments. He will take the time to understand your total financial picture and put together a personalized portfolio to pursue your individual goals. He will then follow through by maintaining the relationship, meeting with you as often as your individual needs and comfort level require.
Luke is a lifelong resident of Hartford and spends much of his free time with his wife and son. He also enjoys golf, chess, travel and whatever his son decides that their next interest should be.
Education
Luke is a 1989 graduate of the University of Wisconsin-Madison and holds a Series 7 and 63 securities registration through LPL Financial as well as an insurance license in the state of Wisconsin.
Area Served
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Hartford
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