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 in 2011, when he came to a life-altering realization. As Luke describes it “I started reflecting on my path in 2011, what I jokingly called my quarter-life professional crisis, and decided it was time for a change. I loved being an advocate and helping those I worked with, though I realized I was working with the wrong type. I wanted to help people, and not corporations, understand and achieve their goals. I wanted to know that at the end of the day, I’d hopefully done some good for someone versus hitting a profitability goal or acquiring a new business division.” Since 2012, Luke has worked in wealth management as a Financial Advisor, receiving his CFP® designation in 2016.