CERTIFIED FINANCIAL PLANNER™ professional
As a CERTIFIED FINANCIAL PLANNER™ professional, Luke helps individuals, families and business owners clearly define their goals and achieve peace of mind. Luke believes a financial advisor should be a lifelong resource to his or her clients, dedicated to assisting them throughout the various stages of their lives. At Baystate Financial, Luke is able to draw upon the wealth of knowledge from a team of specialists to create custom designed financial strategies for his clients.
Luke graduated from Bates College and holds his Series 7, Series 66 as well as Life and Health Insurance licenses. He currently lives in Charlestown with his fiancé and during his free time enjoys photography, coaching youth basketball, reading and traveling.
Luke’s core values as a financial advisor are transparency, accountability, and dedication to excellent client service.