Luke joined Crestwood in 2017 and serves as a Wealth Planner.
Luke brings 10 years of financial planning experience to every client interaction. His goal is to help clients feel a sense of confidence and comfort in their financial lives. In particular, Luke enjoys complex financial planning topics- ranging from retirement, income and estate taxation, and concentrated stock positions, and beyond. Working with the portfolio management team, Luke creates and implements financial and investment plans for Crestwood clients.
Luke is a CERTIFIED FINANCIAL PLANNER™ professional. He regularly volunteers in pro-bono financial planning cases.
Luke studied Economics and Spanish Language at the University of Vermont. He has spent significant time in Vermont, Boston, and the San Francisco Bay Area. He now lives in Boulder, CO, with his wife Becky, son Ezra, and dog Popcorn. He enjoys endurance sports- in particular running and gravel biking.