As a Financial Advisor, Luke believes in the power of creating a clear vision. Identifying your vision of the future means financial freedom shaped with purpose.
Luke is the Visionary at HHFG, with an unwavering passion for empowering individuals, families, and businesses to achieve financial success. His visionary outlook, coupled with a deep understanding of the intricate nuances of the financial landscape, has earned him a reputation as a trusted advisor and a beacon of wisdom.
He has mastered the art of translating complex financial concepts into clear, actionable strategies. Luke’s ability to see beyond the numbers and tap into the core values and aspirations of his clients sets him apart. He believes that financial planning is not just about accumulating wealth but also about aligning one’s financial choices with their life goals and dreams.
A true advocate for holistic financial well-being, Luke understands that each client’s journey is unique. He takes time to listen, understand, and empathize with your needs, ambitions, and concerns. By fostering strong relationships built on trust and integrity, he creates a safe space for clients to explore their financial potential and take control of their future.
Luke joined H&H Financial Group in 2012 after earning his MBA from Ithaca College, Magna Cum Laude. Luke offers investment advisory services through Eagle Strategies LLC in numerous states. His experience is in both business and personal wealth management and estate planning strategies, with specialty training specific to business owners and medical professionals.
Luke strives to be a leader in the industry—always atop educational opportunities to further himself. He has studied from several of the “greats” in the financial planning world and has integrated many of those principles into his planning work with business owners. Luke finds great value in networking with other business professionals—related or unrelated to HHFG—as they possess a great deal of knowledge that he can learn from. One of the ways he has locally grown is through his participation as a member of Business Network International, Corning Chapter.
Retirement Income Certified Professional®
Master of Business Administration, MBA, Ithaca College
Bachelor of Science in Business Administration/Finance, Ithaca College
Qualifying Member of the Million Dollar Round Table*, 2013-2023
Qualified for Court of the Table and Top of the Table for MDRT 2021–2023
Life Member of MDRT
New York Life Rookie of the Year, 2012**
New York Life Agent of the Year, 2015**
New York Life New Advisor of the Year, 2012, 2013, 2014*
** New York Life/Affiliates Sales Production/Achievement Award
Luke loves spending time with his wife, Kristen, and their two young sons; they are especially fond of time spent fishing, hunting, and trail riding their side-by-side. In addition, Luke enjoys riding his Harley-Davidson and looks forward to the opportunity to take it on a cross-country trip someday.
Luke can be found in the very early hours of the morning reading, journaling, and exercising. He believes deeply in the mind and body connection, and that in order to perform his best in all facets of life, he must remain attuned to his health. Luke is deeply passionate about treating his body as a professional athlete would—it is the machine that makes living out his life’s purpose a possibility, so he must treat it kindly.