Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Luke started his financial services career in public accounting in 2001 as an auditor, and spent the next 11 years serving various roles in industry. The first leg of his career culminated with his position as Chief Financial Officer...
Brian started working as a Financial Advisor in 1999, walking door to door in Arlington Texas selling CDs and municipal bonds. Through the years, Brian has refined his craft to include equities and strategy management, along with...
Director of Client Services
Melanie has over 35 years of experience in the financial services industry. She began her career with Prudential-Bache Securities, also working with UBS Financial Services and Morgan Stanley prior to finding her true home at Fulcrum...