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, North Dakota, Minnesota, and Wisconsin home during his childhood. He and his family shared many adventures along the way and continue many of those traditions today.
Financial advice and wealth management have been Luke’s sole professional focus since completing his undergraduate work at the University of West Florida. For over 25 years, he has been driven by the client relationship and enjoys helping clients achieve their financial and personal goals.
Luke is a Certified Financial Planner™ professional and holds the Certified Private Wealth Advisor® certification, 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 his work at FORM, 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 downhill skiing, paddle boarding, and fishing. They are also enthusiastic fans of the Green Bay Packers, Wisconsin Badgers, and Florida Gators. Most weekend afternoons, you will find them surrounded by family and friends cheering on their teams or spending time at the family cabin in northern WI.
Credentials and Educational Highlights
- CPWA® - Certified Private Wealth Advisor®
- CFP® - CERTIFIED FINANCIAL PLANNER™ professional
- Expertise in retirement planning and financial probability analysis
- University of West Florida, Bachelor’s Degree