Luke joined LFA in February 2020 as a Paraplanner with the Operations and Planning team. Growing up, witnessing first hand Steve’s passion for empowering clients through financial planning and education, Luke has long looked forward to following in his footsteps and entering the business. Before joining LFA, Luke spent four and a half years at Putnam Investments in Boston. At Putnam, Luke held several roles within the sales organization, progressing from an internal wholesaler to a hybrid wholesaler, collaborating with successful financial professionals in support of their clients. This invaluable experience gave Luke insight into the many ways financial advisors engage with clients and run their practices. In 2018, Luke obtained the CERTIFIED FINANCIAL PLANNER™ certification. The CFP® marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed the CFP® Certification Examination. Graduating cum laude in 2015 from Boston College’s Carroll School of Management, Luke earned a bachelors degree with concentrations in Finance and Accounting.
Away from the office, Luke enjoys an active lifestyle. Quality time spent with family and friends is at the top of the list, especially if it involves being outside. In the fall, you can find Luke back in Chestnut Hill at Boston College football games. Other activities include: church, music, travel, and keeping up with the Padres and Wolverhampton Wanderers F.C.
LPL Registered Sales Assistant