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 followed his older brother Tyler, and father, Dean, to the retirement planning world.