Luke is Director of High-Net-Worth Strategies and Financial Advisor for BDL Advisors. He works with BDL to help educate and implement strategies such as tax-advantaged custom equity and fixed income portfolios, concentrated stock solutions, charitable giving strategies, private investments and structured products.
Luke began his career in the investment management industry in 2005. Before joining BDL Advisors, Luke was an Executive Director at Morgan Stanley, where he consulted private banks, RIAs, and independent financial advisors throughout the southeast.
Luke earned his bachelor’s degree in economics and finance from Eastern Washington University. He holds the Chartered Financial Analyst (CFA) and CSRIC Designations.
Luke currently lives in Roswell, GA with his wife Emily, and two daughters Audrey and Kennedy. When he is not helping clients, he enjoys golf, snowboarding, scuba diving and traveling with his family.