Client Services Associate
As a Client Services Associate for BFG, Luke is responsible for preparing client paperwork, general client servicing and assisting in process improvement projects company wide. Prior to Berger Financial Group, Luke worked at Western & Southern Life helping clients meet their financial needs through life insurance, annuity, and investment products. He earned his Security Industry Essentials (SIE), Series 6, Series 63, and Insurance licenses within the first 13 weeks of employment. Luke’s credentials, in addition to his experience working with clients to determine long-term investment strategies, make him an excellent addition to the BFG team.
Luke graduated from the University of Minnesota with a bachelor’s in economics & management. Away from the office, Luke is a big Hockey and Football fan and enjoys playing frisbee golf. You can find him at the gym, reading in his spare time, or spending time with friends and family.