Meet Luke
I take the time to truly listen to each client – to understand not just their financial picture, but the values, goals, and dreams that drive their decisions. My role is to help them articulate what they want their life to look like and then design a plan that makes those goals achievable. Beyond that, I focus on identifying blind spots that clients may not be aware of, such as estate planning, tax strategies, or risk management, and help ensure those areas are addressed thoughtfully. My goal is for every client to feel confident, informed, and supported in every aspect of their financial life.
I began my career in physics and engineering, where I developed a strong analytical foundation and problem-solving mindset. Over time, I realized that my true passion lay in helping people make sense of their finances and use their resources to build a better future. That led me to transition into financial advising seven years ago, and it has been one of the most rewarding decisions of my life.
Outside of work, I love spending time with my family and being “Uncle Luke” to five wonderful nieces and nephews. I’m also an avid outdoors enthusiast – whether that means hiking, camping, or just exploring new places with my constant four-legged companion, Lyra. When I’m in the city, I enjoy connecting with friends across the Minneapolis area and taking in all the food, music, and community the city has to offer.