Connect with Luke:

As a Wealth Advisor & Investment Strategist, Luke differentiates himself by utilizing his unique background and skill set. Luke worked at CNBC as a Quantitative Data Analyst, where he performed financial market research for daily CNBC reports and worked closely with data analytics. Working at the New York Stock Exchange, Luke was able to work closely with floor traders and big Wall Street names.

Luke was a triple major at Muskingum University, completing Mathematics, Economics, and Business Management. Through this combination, Luke understands the goals and expectations that his clients need to not only make it through retirement but make the most out of each individual situation. Mathematics help provide the foundation that supports every decision in retirement. Luke enjoys helping people generate wealth and reach their goals both through retirement planning and portfolio returns.

Outside of work, Luke enjoys traveling and spending time with family and friends. He enjoys fitness, playing the guitar, and America’s favorite pastime, baseball.