Luke is a diligent and analytical financial professional who has transitioned seamlessly into the Coordinated Plan Team. His early experience equipped him with practical skills and insights, laying the groundwork for his professional journey. Luke’s commitment to providing white-glove service is evident in his genuine care for others, underscoring his belief in treating clients the way he would want to be treated. This personalized approach fosters positive relationships and a collaborative workplace environment where every client feels valued.

Throughout his academic and professional endeavors, Luke has demonstrated a steadfast commitment to integrity and empathy. Beyond his technical proficiency in finance, his caring nature and focus on delivering exemplary customer service permeates his interactions with both colleagues and clients. Luke strives to build meaningful connections and contribute positively to his team, ensuring that each client’s financial needs are handled with the highest level of attention and professionalism.

Luke says, “I feel at home at Coordinated Plan. I was given an opportunity here as a Junior in college and instantly fell in love with the team and the business. Everyone embodies the qualities of true professionals, dedicated to delivering a white-glove experience and realizing every client’s financial goals. I am proud to be a part of the team and take pride in doing my part to ensure our clients’ financial success.”