Luke is a CFP® professional and Advisor in our Salisbury, Maryland office. He creates customized financial plans for each client and upholds exceptional standards for communication and service. Luke has a passion for integrating investments into a comprehensive financial plan.
Prior to joining Wealthspire, Luke was a Financial Advisor at Wells Fargo Advisors. He is a Salisbury native, born and raised, and continues to reside there with his wife, 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.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
