Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investment Management
  • Tax Planning Strategies
  • Retirement Planning Strategies
  • Cash Flow Management Strategies
  • Wealth Preservation Strategies
  • Family Finances
16
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, 2020

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