As a Financial Planner, Luke services the financial needs of individuals and businesses while looking to build long-term relationships. He collaborates with his clients to determine their financial goals and navigates through each of the 6 areas of financial planning to help get them there. Starting with their current financial position, they dive into protection planning, investment planning, tax planning, retirement planning, and estate planning. When the analysis is complete, Luke can identify solutions for specific needs or build and implement a financial plan that can help put them in the best position to succeed.

“I look to serve as a resource to my clients, providing them with the service, tools, and guidance they need to navigate their financial path with confidence.”

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds the Series 7 and 66 Securities Licenses
• Graduate of Roger Williams University earning his B.S. in finance, while minoring in writing & criminal justice

Personal

• Luke is a volunteer firefighter and was honored with the Old Lyme Fire Department Rookie of the Year award in 2021
• He is also a Boy Scouts of America Eagle Scout recipient
• Currently resides in Old Lyme, CT
• Outside of work, Luke’s interests include fishing, hiking & backpacking, snowboarding, boating, and weightlifting

I am licensed and registered to offer products and services in CT. Licenses and registrations will vary.
Domiciled in CT.

CA Insurance License #4198282

Check the background of this investment professional on FINRA’s BrokerCheck