Luke is proud of the work of FORM Wealth Advisors and the difference it makes in the lives of their clients and the community. He grew up in a household that was frequently on the move, calling the states of Michigan, the Dakotas, Minnesota, and Wisconsin home during his formative years. He and his family shared many adventures along the way and continue to do so in Northern Wisconsin.
Financial advising and client relations has been Luke’s sole professional focus since completing his undergrad at the University of West Florida. For over 20 years, he has been driven by the client relationship and enjoys helping clients achieve their financial and personal goals.
Luke holds the Certified Financial Planner™ certification and the Certified Private Wealth Advisor® designation, and through his experience and education, has developed specialized knowledge in retirement planning. He is also a member of the Financial Planning Association of Wisconsin.
Outside of work, Luke enjoys spending time outdoors with his wife Becki and their children Jackson and Lauren. He and his family enjoy a variety of outdoor sports including kayaking, swimming, and golfing. They are also enthusiastic fans of the Green Bay Packers, Wisconsin Badgers, and Milwaukee Brewers. Most weekend afternoons, you will find them surrounded by family and friends cheering on their teams or spending time up north.
Credentials and Educational Highlights
- CERTIFIED FINANCIAL PLANNER™ certification
- Expertise in retirement planning and financial probability analysis
- University of West Florida, Bachelor’s Degree