Meet Luke


Luke is our Director of Operations and is responsible for client investment preparation and execution. He is currently taking the next steps to pursue his dream of becoming a wealth advisor.

Luke graduated from Chapman University in 2017 with a Bachelor of Arts in Strategic Business & Corporate Communication, with an emphasis in finance and leadership. He completed a study abroad program in international business, spending six months aboard the M.V. World Odyssey circumnavigating the world.

When he’s not working, he enjoys traveling, surfing, golfing and spending time with family.


Favorite food:

Salmon nigiri

Best piece of financial advice received:

Start saving from a young age and live within your means

Favorite quote:

“The secret of getting ahead is getting started.” – Mark Twain

If you could meet anyone, past or present, it would be:

Jackie Robinson

Favorite holiday:


Place you’d most like to visit:


Biggest accomplishment:

I’ve had the opportunity of traveling to six of the seven continents.

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