Luke’s comprehensive planning services include life insurance, retirement planning, estate and succession planning, and tax reduction.
Luke frequently collaborates with his clients and their other advisors to ensure that all aspects of the client’s financial plan come together. Luke is a licensed life insurance advisor and offers life insurance consulting for a broad range of goals, including survivorship, estate planning, and wealth accumulation.
Luke received his BS, Magna Cum Laude in Accounting from the University of North Texas and obtained his CPA in 2003. He is a member of both the American Institute of CPAs and the Texas Society of CPAs.