“I have built my practice by establishing long term relationships with my clients based on mutual trust and integrity. My client base is diversified and includes business owners, corporate executives and other individuals all of whom have their own specific needs.”
Luke is a graduate of Saint Peter’s College, with a B.S. in Accounting. The first eight years of his career were spent working with an international management consulting company where he held various positions in accounting and finance. During this period, he also worked towards and earned an MBA in Finance from Farleigh Dickinson University. In 1987, Luke moved to the financial services industry, where he has built a practice of loyal clients and earned some of the most prestigious industry certifications including:
CFP® Certified Financial Planner, CLU® Chartered Life underwriter,
ChFC® Chartered Financial Consultant
In a complex world of ever changing tax laws, the introduction of new products, new services, new investment strategies, and volatile financial markets etc., more and more consumers are looking for well qualified professionals to help guide them through the maze of investment options and planning strategies. I have always viewed my role as that of an educator, by ensuring my clients fully understand the various products and services and how they can best be utilized to help achieve their particular personal and financial goals. As a result, my practice has a focus on helping clients to evaluate the investment choices they could make during the accumulation phase of their financial lives in order to help maximize their income during the distribution phase of their lives. Click the following link The Retirement Income Dilemma for a brief outline of our strategy.