Luke began his career as a financial advisor nearly two decades ago and enjoys his work today as much as he did when starting out. He is proud to offer needs based advice and objective, client centered planning. In 2008 he chose to become an independent advisor and started his own practice, True Blue Financial, to better serve his clients. Being independent translates to broader product selection, greater technological capabilities, and an enhanced client experience. His practice is exclusive of proprietary products and investment banking. Luke is proud to be affiliated with LPL Financial, the nation's largest independent broker-dealer* and consistently ranks in the top 10% of LPL advisors based on productivity. As a business owner he has a unique understanding of the complexities and challenges faced by today's small businesses.
Locally, Luke is a member of Southwestern Michigan Estate Planning Council, is active in his church serving as Deacon, Treasurer, and chair of the Stewardship Committee, and is a past member of NAIFA. Luke holds his series 7, 24, 53, 63 and 66 securities registration with LPL Financial and can write life, health and variable contracts.
Personally, Luke and his wife Shannon have been married over 15 years and have two children Kale 13 and Ellie 11. Luke also spends a great deal of time volunteering and supporting non-profit organizations.
*As reported by Financial Planning magazine, June 1996-2018, based on total revenue.