Helping clients make smart financial decisions in pursuit of their goals is what drives Luke. An Accredited Investment Fiduciary Analyst® with nine years of industry experience, he specializes in financial planning, portfolio construction, investment research, risk management, and technology implementation for the team. Luke is an instrumental part of the team’s financial literacy program, teaching students of all ages about making prudent financial decisions.
Luke joined the Global Wealth Solutions Group in 2015, drawn by its client-first philosophy. He earned a Bachelor of Science in business administration from the University of Colorado at Boulder and is currently pursuing an MBA at Loyola Marymount University. He holds Series 7 and 66 licenses.
Originally from Aurora, Colorado, he lives in Los Angeles with his wife, Clara. In his free time, you might find him hiking, skiing, running, reading, or volunteering for a worthy cause.