Luke is primarily responsible for the service and financial planning needs of clients, in connection with the wealth management team. Luke joined Crestwood Advisors because of their focus on comprehensive investment management and financial planning. Luke enjoys helping clients make important life choices based in comprehensive financial analysis.
Prior to joining Crestwood, Luke served as Associate Advisor at North Berkeley Investment Partners, a Registered Investment Advisor in the San Francisco Bay Area.
Luke graduated from the University of Vermont, with a BA in Economics and a minor in Spanish Language. He has spent a significant amount of time in Santiago (Chile), Vermont, and the San Francisco Bay Area. Luke is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and can be reached at firstname.lastname@example.org.