Designations: CERTIFIED FINANCIAL PLANNERTM , Chartered Financial Consultant, Chartered Advisor for Senior Living, Accredited Estate Planner
Luke is a Financial Planner and an Investment Adviser Representative with a passion for giving each and every one of his clients the most appropriate and honest recommendations to fit their unique financial needs. Luke and his entire team recognize that service and trust are a critical part in building a strong relationship with every client, while becoming a lifelong resource for them and their families.
As a CERTIFIED FINANCIAL PLANNER™ practitioner, Luke works with his clients to create a strategy that meets their financial goals through accumulating and preserving wealth. Clientele ranges in age and profile, with specialization for high-net worth estate gifting and preservation. Luke and his team often access numerous resources to assist any person, family, or business in building their customized plan.
Luke has earned the Chartered Advisor for Senior Living designation, making him well versed in senior affairs and the planning surrounding finances as we age. He has a network of attorneys, CPA's, home health care aids and insurance companies that assist him in making sure his aging clients are cared for financially, as well as legally and physically.
As a Special Care Planner, Luke is certified in dealing with families with special needs dependents, both young and old. Luke can make sure that proper measures are taken to ensure that a special needs dependent is well cared for and they can maintain a dignified quality of life.
For the past 9 years, Luke has received the Boston Magazine Five Star Wealth Managers award for highest in service and overall satisfaction. In February 2021, Luke was featured in Forbes Magazine as one of the top 40 most successful wealth managers under the age of 40 in the Country.
Luke and his wife Amanda live on the North Shore with their four children. They are frequent travelers to Sarasota, Florida and like to be active outside of the office as much as possible. Amanda, a public school teacher with a doctorate in education, encourages continuing education and learning whenever possible. Luke is a lifetime community activist on the North Shore and active in several non-profit organizations. He is a member of the Essex Estate Planning Council, Chamber of Commerce, and has spent over 15 years on the leadership team of the Essex County BNI.