Client Advisory

Biography

Luke is an Associate in the Louisville, KY office. In this role, he analyzes risk management plans and solutions to provide support and education for Cerity Partners’ advisors and clients.

Prior to joining Cerity Partners, Luke spent 5 years at Nationwide Financial serving as a Senior Analyst. In this role he analyzed clients’ financial plans and insurance holdings. He then conducted meetings with advisors and their clients to make best interest recommendations regarding purchasing new coverages, as well as whether they should hold or replace existing coverages.

Education

  • B.S. in Biology from Indiana University Southeast

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.