Luke works closely with relationship managers and portfolio managers to support comprehensive financial planning for clients and their families. He enjoys helping clients think through important financial decisions and contributing to strategies that address investments, insurance planning, estate considerations, and tax-efficient wealth management.
Since joining Central Trust in 2023, he has gained experience in multiple roles within the firm, beginning as a Trust Associate before transitioning into an investment support role. These experiences have provided him with a well-rounded perspective on the planning process and allow him to work collaboratively with the client service team to help clients pursue their long-term financial goals.
Education and Certifications
- Bachelor of Science in Financial Planning, Missouri State University, cum laude
- Certified Financial Planner® Professional (CFP®)
- Life and Health Insurance License
Interests and Activities
Luke is an active contributor to the young adults group at his church and was a founding officer of the Financial Planning Association (FPA) chapter at Missouri State University. In his free time, he enjoys golfing, playing with his cat, and spending time with his wife exploring hiking trails and other outdoor activities.
