Senior Financial Advisor
Luke started his career in Fee-Only financial planning at Summit Financial Strategies as an intern in 2012. He holds a Bachelor of Science degree in Consumer and Family Financial Services with a minor in Economics from The Ohio State University. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 2014. He is an active member on Summit’s Investment Committee. Luke specializes in retirement and cash flow management, insurance planning and investment analysis.
Luke is a member of the National Association of Personal Financial Advisors (NAPFA) and the Financial Planning Association (FPA). He has served on the Board of Directors for the local chapter of the FPA as the Treasurer. Luke attends various conferences focused on financial planning and wealth management. Luke works with an internal group of advisors providing services to investment advisory and wealth management clients.
Luke lives in Galena with his wife Courtney and their two daughters, Sophie & Charlotte. They are actively involved at Grace Polaris Church. He is an automotive enthusiast and enjoys golfing, hiking, cycling, visiting local breweries, and spending time with family and friends.