Luke has over 25 years of experience in financial services and wealth management. He has worked for a large regional financial institution and a global investment bank where his clients included state pension funds, hedge funds, family offices, executives and family-owned businesses.
An entrepreneur at heart, Luke specializes in providing customized financial solutions to executives, venture-backed founders and closely-held businesses. Working in a fiduciary capacity and through a comprehensive financial planning framework, Luke serves his clients with the old adage, “simpler is better”.
Luke received his Master of Business Administration (MBA) in Finance from the Owen Graduate School of Management at Vanderbilt University and a B.A. from the University of Florida.
In his spare time, Luke enjoys playing golf and tennis and spending time with his family.