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Luke is an IU Bloomington Alum and true Hoosier, born and raised in Indiana. He received a double major in Finance & Accounting while also graduating with honors from the Charles Schwab Wealth
Luke interned at LJI the Summer of 2021, continued working at the firm throughout his senior year, and started full-time in May 2022. While he begins to service clients in planning for their future financial goals, he is continuing his education and expertise by studying to become a Certified Financial Planner (CFP®). He will sit for the CFP exam in early 2023.
Aside from the CFP®, Luke’s goals are to create high quality client relationships and to grow in his professional career.
Luke resides in downtown Indianapolis, and spends his time attending comedy shows & concerts, trying new restaurants, and playing basketball.