Designations and Licenses

Luke is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Financial Consultant and holds the Chartered Retirement Planning Counselor℠ designation. He also holds life, health, and accident Insurance licenses with the state of California.

Experience and Education

Luke focuses on new business development. He works with individuals and families to understand their specific needs and priorities then introduces them to a wealth planning team that can help them achieve their long-term financial objectives.

Prior to joining Mariner, he was a senior private client advisor with Bank of the West working with high-net-worth clients. Prior to that, he was a wealth management advisor for TIAA, the associate vice president for Griffin Capital Securities, LLC and an internal wholesaler for Deutsche Asset Management.

Luke holds a bachelor’s degree from Mid-America Christian University and a certificate for financial planning from Pepperdine University.

Personal Interests

Away from the office, Luke enjoys staying active and hiking. His favorite hiking accomplishment is hiking Mt. Kilimanjaro.