Luke is a graduate of St. Norbert College where he earned his degree in Business Management. While at St. Norbert, Luke was on the Dean’s list for three semesters.
Luke holds a Series 65 (Uniform Registered Investment Adviser Law) securities license, so he is able to help our clients by creating and managing investment portfolios, as well as building and monitoring their financial plans.
Luke is also responsible for taking care of our client’s Medicare needs, including explaining the Medicare process to our clients and taking care of their Medicare Supplement or Advantage Plans. As an independent retirement planning and investment firm, Secure Retirement Solutions provides a large variety of quality Medicare Supplements or Advantage plans to our clients. Our goal is to choose the best Medicare Supplement or Advantage plan for you and your own specific needs.
Luke followed his older brother Tyler, and father, Dean, to the retirement planning world.