Luke joined Class VI Partners in January of 2019. As a Client Advisor and Certified Financial Planner he works with Class VI clients to help solve for retirement, cash flow, education funding, tax and estate planning, as well as other goals. Luke works with Matt Blackburn and Dalyce Young to make sure that all our clients receive world class service and to take care of our clients throughout all the phases of the relationship.
Prior to joining Class VI, Luke spent nearly 8 years at Wells Fargo as a private banker serving business owners and many other high net worth clients. Most recently, he worked at Bank of the West doing financial planning and helping high net worth clients with investment management.
Luke is a graduate of University of Colorado at Boulder with a bachelor’s degree in economics. He completed the CFP education requirement at the College for Financial Planning and is a CFP® holder.