Luke joined Crestwood in 2017 and serves as a Wealth Planner.
He helps clients develop a sense of confidence and comfort in their financial lives, regardless of their circumstances. Through holistic financial planning, clients articulate, plan for and reach their financial life goals. Working in tandem with the portfolio management team, Luke helps implement financial and investment plans for Crestwood clients.
Luke is a CERTIFIED FINANCIAL PLANNER™. He recently started working with FPA & Family Reach providing financial planning to cancer patients & families.
Luke lives in Jamaica Plain with his wife, Becky, and can frequently be found running in the Arboretum, practicing Ashtanga Yoga, and biking to work. Luke went to school at the University of Vermont, where he studied Economics and Spanish Language. He has spent a significant block of his life in Vermont, the San Francisco Bay Area, and Santiago (Chile).