As a Partner and Financial Planner at Granite Financial Group, Luke helps individuals and families build wealth, reduce taxes, and create a lasting financial legacy for future generations. With nearly two decades of experience, he specializes in comprehensive financial and tax planning. His client-first, fiduciary approach integrates investment management, tax strategies, retirement planning, and estate planning into one coordinated financial plan.
Experience, Education & Leadership
Since beginning his career in 2007, Luke has gained experience across financial planning, real estate, lending, and private investments. Prior to joining Granite Financial Group, he spent three years as a Senior Partner at a local firm, helping clients navigate complex financial decisions and develop long-term wealth strategies. Earlier in his career, he worked with and learned from hundreds of financial planners, gaining insights that continue to shape his practice today. He has also served as Regional Vice President for a global private real estate firm and Managing Director in private credit.
Luke earned his bachelor's degree in Business Administration from the University of Wisconsin–Madison, majoring in Marketing and Management with a minor in Spanish. He also studied abroad in Madrid, Spain.
Luke serves as Chairman of the Financial Planning Association of Wisconsin, following a two-year term as President. He is also Vice Chairman of the St. John's Northwestern Academies Foundation Board and supports financial literacy through Secure Futures and local high school programs.
Beyond Financial Planning
Luke enjoys traveling with his family, golfing, riding motorcycles, and cheering on Wisconsin sports teams. He lives in New Berlin with his wife, Marta, and their three children, Lola, Makenna, and Landon.