As a Specialized Planning Associate at BFG, Luke collaborates closely with advisors and their clients to draft comprehensive financial planning projections and analyses. In this role, Luke goes beyond normal account creation and maintenance, providing specialized support to clients with nuanced tasks, which often require personalized attention and unique solutions. 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.