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.
- Financial Advisor at Wells Fargo Advisors
Education & Credentials
- BS, Salisbury University, Finance – Investments, summa cum laude
- Certified Financial Planner™ (CFP®)
- Accredited Investment Fiduciary (AIF®)