Luke has over 25 years of experience working as a financial advisor. Prior to founding FleetStar in 2004, he built much of his career working at financial giants Bank of America, Fleet Bank and New York Life. He was awarded the President’s Club designation ten years running for his exceptional service to his clients and received national acclaim from Bank Investment Consultant magazine, which counted Luke among its “Top 50” advisors.
He is recognized for his success in helping clients reach their individual financial goals in a number of planning areas, with particular expertise in retirement income planning, wealth management, asset protection and estate planning. Luke also assists closely-held businesses with financial decisions.
Luke received his bachelor’s degree from the University of Massachusetts, Amherst and earned his MBA, with a concentration in finance, from Boston University.