Luke’s skills and team contributions lie in meticulously preparing policy folders for our clients – a task he approaches with care and precision. Having prepared over a hundred of these essential documents, he has honed his ability to create detailed, client-focused materials that serve as a valuable resource in their financial planning process.

Beyond his professional pursuits in accounting and investment, Luke lives in Spanish Fork, Utah, where his love for movies, video games and outdoor sports keeps him energized and engaged with life outside of work. One of Luke’s most cherished hobbies is stargazing, a pastime that offers him a sense of connection and home, no matter where he finds himself.