Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelors in Economics-Business at Westmont College in 2001
  • Bachelors in Philosophy at Westmont College in 2001

Interests

Growing up in South Lake Tahoe, California, Luke actively competed in ski racing and raced at one of the highest levels before leaving the sport to attend college. Luke and his wife, Erin, reside in Davis and are busy raising their two children. They enjoy spending time with family and friends, being active in sports, all things outdoor and anything else that challenges them!

Community participation

Since 2012, I've been very proud to be part of the amazing Board of Directors for the League to Save Lake Tahoe. My current Board position is Treasurer. I’ve always loved my time up at the Lake with family and friends. This affinity with the Lake got me involved with the League to Save Lake Tahoe, and to Keep Tahoe Blue. We all would like to be able to enjoy Lake Tahoe now, and be able to share this with future generations. If you want to learn more about the League to Save Lake Tahoe and what they have accomplished and are currently working on, please visit http://www.keeptahoeblue.org/

Awards & recognition

  • Ameriprise Circle of Success, 2019-2021
  • Main Street Wealth Group, Ameriprise Client Experience Award, 2021

Previous experience

  • Registered Principal & Investment Planner at LPL Finanical, Nov 2008 - April 2018
  • Registered Principal & Financial Advisor at Signator Investors, Sep 2006 - Nov 2008
  • Registered Principal & Manager at E*Trade Financial, May 2004 - Aug 2006
  • Portfolio Analyst at Hammer Capital Management, Oct 2002 - May 2004
  • Operations at 720 Capital Management, June 2001 - Oct 2002