Schedule Time to Meet With Luke
As a financial advisor, Luke is proud to provide comprehensive financial planning strategies that are customized for individuals, healthcare professionals, and families wanting to add clarity to their lives. With over 19 years of experience in the financial services industry, he is responsible for educating plan participants of Yavapai Regional Medical Center and several physician care clinics in Prescott, AZ, and the surrounding towns.
Luke graduated from Fairleigh Dickinson University and went on to earn his MBA from Southern New Hampshire University. Throughout his career, he has worked various roles from operations, compliance and auditing to financial advising and wealth management. A lifelong learner, Luke has obtained his FINRA Series 7, 24, 63 and 65 securities registrations which are currently held through LPL Financial and is also AZ Life Insurance registered.
Luke has lived in Arizona for over 14 years and currently resides in Anthem with his wife, Melissa, and son, Tyler. He loves spending time with his family, reading and participating in Spartan Obstacle Course races. While the average American has visited 12 states and only 10% of American adults have never left the state they were born in, Luke has had the opportunity to visit 45 in his lifetime. Passionate about the outdoors, his top three favorite national parks include Yellowstone, Theodore Roosevelt and Glacier and he hopes to add more to that list in the future.
In her role as an Administrative Assistant, Hannah is responsible for assisting in the daily operations and customer service aspects of our practice. Her capacity to adapt to ever-shifting tasks, while connecting with both clients and her advisor, makes her an invaluable asset. With her flexibility and strategic approach to administration, she brings a wealth of value to the firm.
Hannah was born and raised in Traverse City, Michigan and currently resides in Prescott Valley, Arizona, with her husband, Tibetan terrier Sparky, and daughter Aleah. When she’s not keeping busy in the office, she enjoys yoga, music, the water, and spending time with her family.