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®)

 

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.