Luke’s skills and team contributions lie in meticulously helping our Client Service team with processing applications, ensuring everything moves smoothly and efficiently for our clients and prepares policy folders. 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.

Luke is currently studying at UVU and working towards his bachelor’s degree in Personal Finance.

Beyond his professional pursuits in accounting and investment, Luke lives in Orem with his wife Scarlett, and together they have a love for movies, video games and outdoor sports. 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.