Luke is a CFP® professional and Senior Advisor Associate in our Salisbury, Maryland office. He works to help create customized financial plans for each client and uphold exceptional standards for communication and service.

Prior to joining Wealthspire, Luke was a Financial Advisor at Wells Fargo Advisors. Luke is a Salisbury native, born and raised, and continues to reside there with his fiancé, Heather, and goldendoodle, Castle. Outside of work, he enjoys the outdoors, exercise, and spending time with family.

Previous Experience

  • Financial Advisor at Wells Fargo Advisors

Education & Credentials

  • BS, Salisbury University, Finance – Investments, summa cum laude
  • Certified Financial Planner (CFP®)
  • Accredited Investment Fiduciary (AIF®)

 

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.