Senior Wealth Manager
Certified Financial Planner®
Certified Private Wealth Advisor®
Luke is a Minnesota native growing up in Bloomington. During his tenure on the Jefferson High hockey team, they won three state championships. When not in the office, Luke enjoys spending time outdoors with his family and friends, coaching hockey at the rink with his two kids (pictured above), boating and fishing on a lake, and reading.
As a Senior Wealth Manager, Luke brings extensive experience to the firm from his previous 20 years of work at a highly respected St. Paul organization, where he advised on a broad range of financial matters for multiple generations of some of Minnesota’s oldest, wealthiest, and well-known families. He is a Certified Financial Planner® professional specializing in working with clients to develop detailed financial plans that align their core values with their financial and life goals. At PrairieView, Luke applies his expertise to advising clients on the development and management of investment portfolios that reflect their unique circumstance. He is also a member of the PrairieView Partners Investment Committee.
“I am passionate about client service and building strong relationships with clients and colleagues. I recognize that the client/advisor relationship is unique in that it must involve the client sharing deeply personal information. To earn each client’s trust, I am committed to forming long-term relationships by truly understanding each client and serving as their fiduciary. I feel very fortunate to have the opportunity to partner with amazing clients and see the impact the financial planning process can have on achieving genuine financial well-being.”
He attended the University of Wisconsin-Stout majoring in General Business Administration with an emphasis in accounting, economics, and finance. Upon graduation, Luke accepted a role in a single-family office specializing in providing comprehensive wealth management service. He earned his Certified Financial Planner (CFP®) designation in 2008 and his Certified Private Wealth Advisor (CPWA®) designation in 2017. Luke is a member of the Financial Planning Association of MN and the Investments and Wealth Institute.
For over 20 years, we’ve helped 3M professionals achieve their financial goals.
We start by helping them answer these key questions.
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