Simplified Financial Advice.

Meet Luke


Luke is our Director of Operations and is responsible for client investment preparation and execution. He is currently taking the next steps to pursue his dream of becoming a wealth advisor.

Luke graduated from Chapman University in 2017 with a Bachelor of Arts degree in Strategic Business & Corporate Communication, with an emphasis in finance and leadership. He completed a study abroad program in international business, spending six months aboard the M.V. World Odyssey circumnavigating the world.

When he’s not working, he enjoys traveling, surfing, golfing and spending time with family.