Why this work?
I rarely do client-facing work. Our advisors and service team do, brilliantly. I build the business that lets them. The challenge that keeps me going is building a firm that stays true to our vision and values while positioning our team for maximum impact.
Where would I find you on a Saturday?
On a trail with my dogs. After that: good coffee, a book, some English Premier League football — and I’ll probably still find a reason to swing by the office.
Luke’s education and credentials:
Tennessee Wesleyan | Bachelor’s in Accounting
Duke University | Master of Business Administration (MBA)
Chartered Financial Analyst (CFA)
Words to live by\\u200b
“Be curious, not judgemental.”
-Ted Lasso
