Philosophy
As the son of two teachers, Luke comes from a humble financial background. Learning to save and budget are the foundation of his unique approach to financial planning. Luke works with individuals, families and business owners. Through the use of protection products, he creates risk and tax mitigation strategies to help clients feel confident they are prepared for whatever the future has to hold. He also specializes in estate and business planning to help create and maintain legacies that span multiple generations.
While the strategies for each client may be different, the goal is always the same. Provide the structure and roadmap to obtain financial balance and confidence by protecting lifestyles, businesses, and loved ones. This is done by protecting, investing, and growing assets through a lifelong relationship.
Products and Services
Comprehensive Financial Planning
· Asset Allocation, Location, and Orchestration
· Risk Management
· Cash Flow Study
· Income Tax Impact Planning
· Estate Planning
Life and Disability Insurance
College Planning
Business Financial Planning
· Employee Benefits Planning
· Buy/Sell Review / Key-Person Planning
· Cash Flow Study
· Succession/Exit Planning
Professional Qualifications
· Working towards additional industry designations.
Memberships
· Lion’s Club
· Rotary Club International
· National Charity League
· St Williams Catholic Church
Personal
· Born and raised in Round Rock, Texas
· Avid Outdoorsman who loves to fish, hunt, and enjoy the Texas Hill Country.
· He has recently taken up woodworking, and enjoys making cutting boards and pens
· Proud father of a brand-new baby boy in August
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of Guardian