We help investors and professionals from many industries develop holistic financial plans.
Luke leads a team dedicated to developing and delivering comprehensive financial planning strategies to help address clients’ wealth management goals around cash flow needs, estate planning strategies, asset allocation positioning, retirement, and education.
Prior to joining Citi Private Bank in 2010, Luke was an Associate Director and Financial Planner at UBS Financial Services, Inc., where he worked on creating and presenting comprehensive financial plans for the firm’s Ultra High Net Worth clients. Before UBS, he worked as a Financial Planner at Summit Financial Resources, Inc.
Luke is a graduate of Plymouth State University in Plymouth, NH. He is a Certified Financial Planner practitioner and a Chartered Financial Consultant.