Luke brings a wealth of financial planning experience to MWA. Previously, Luke worked at Fidelity as a Investment Solutions Representative, where he helped individuals embark on their investment journeys and developed goal-oriented savings plans. As a Planning Analyst at MWA, Luke excels at crafting personalized account reviews, retirement analyses, and proposed portfolios. He’s also a key member of our investment committee, leveraging his research skills to contribute to informed fund selection.
Luke attended Towson University where he earned his Bachelor’s degree in Business Administration and Management and was a founding member and President of the Zeta Beta Tau Fraternity. He holds the Series 7 and 66 securities registrations, and is Life and Health insurance licensed.
Outside of work, Luke enjoys reconnecting with his roots in Pasadena, where he loves fishing and being on the water with his wife, Brianna.
Education and Certifications Bachelor’s degree in Business Administration from Towson University, with a concentration in Management and Leadership.
Series 7 securities registered
Series 66 securities registered
Life and Health insurance licensed
Luke attended Towson University where he earned his Bachelor’s degree in Business Administration and Management and was a founding member and President of the Zeta Beta Tau Fraternity. He holds the Series 7 and 66 securities registrations, and is Life and Health insurance licensed.
Outside of work, Luke enjoys reconnecting with his roots in Pasadena, where he loves fishing and being on the water with his wife, Brianna.
Education and Certifications Bachelor’s degree in Business Administration from Towson University, with a concentration in Management and Leadership.
Series 7 securities registered
Series 66 securities registered
Life and Health insurance licensed
