Luke started his career in Fee-Only financial planning at Summit Financial Strategies as an intern in 2012. He holds a Bachelor of Science 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 providing research and support for portfolio management and fund selection. Luke specializes in insurance planning, cash flow management and investment analysis.
Luke is a member of the National Association of Personal Financial Advisors (NAPFA) and serves on the Board of Directors for the local chapter of the Financial Planning Association (FPA). He 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. Outside of Summit, Luke is involved in the management of his family’s Bruegger’s Bagels franchise.
Luke grew up in Northeast Ohio, but now calls Columbus home. He and his wife Courtney reside in Clintonville and they are actively involved at Grace Polaris Church. Luke is an automotive enthusiast and enjoys golfing, hiking, cycling and spending time with family and friends.
To hear more about Luke, view his video: Luke’s Video