Luke joined Crestwood in 2017 and serves as a Wealth Planner.
He aims to help clients feel a sense of confidence and comfort in their financial lives. In particular Luke enjoys working on complex financial planning problems including retirement, income and estate tax minimization, and concentrated stock positions. Working in tandem 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 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 and the San Francisco Bay Area. He now lives in Boulder, CO with his wife Becky and their dog Popcorn. He can frequently be found running on trails or out on a gravel bike.