What are you looking for?
Working with a professional to build a financial plan and put you on a path to financial success is great, but truly understanding the various aspects of the plan and how they impact your future will help ensure you’re on the right path and keep you there. Luke is a CERTIFIED FINANCIAL PLANNERTM professional that has spent over a decade helping his clients build comprehensive financial plans while educating them along the way so they can make sound decisions with confidence. He firmly believes that his clients should not only know what strategies they are implementing, but why.
Growing up, Luke’s family had a trusted advisor who gave poor advice due to lack of knowledge, which led to a financial hardship. This first-hand experience established deep roots within Luke to always be on the forefront of knowledge. This led him to a career in education before making the switch to the financial planning industry. His background in education is applied to his business today, keeping his clients informed and empowered as they make important financial decisions throughout their lives.
Along with his license to sell life, accident, and health Insurance and his Series 7 & 66 securities registrations, Luke has a master’s degree in education from Sacred Heart University. His passion for education also extends to his own continuous development, earning the CERTIFIED FINANCIAL PLANNER (CFP®) certification, the standard of excellence in financial planning, and the Certified Exit Planning Advisor (CEPA) designation for his work with business owners, helping them to build more valuable companies, have stronger personal financial plans, and align their personal goals throughout the growth and eventual exit of their business.
Luke lives in Bluffton, SC with his wife, Morgan, their sons Kazimierz and Zachariasz, and their dogs Rufus and Chara. In his spare time, he enjoys playing golf, watching rugby, and reading. He is also a member of the Bluffton Rotary Club.
If you’re looking to get your financial plan on track and truly understand how each aspect works so that you can feel financially empowered, set up a time to meet with Luke today.
I am licensed and registered to offer products and services in SC. Licenses and registrations will vary. Domiciled in SC.
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