Client Service Associate, Private Client Group
Luke joined Clearstead in 2022 and has over three years of wealth management experience. He works with several advisors within the Private Client Group to ensure delivery of high-quality service to wealth management clients. He is also responsible for maintaining client relationships, onboarding new relationships, facilitating money movements, preparing meeting materials, and other tasks involved with serving wealth management clients.
Prior to joining Clearstead, Luke was an Investment Advisor at Bankers Life, where he assisted clients with retirement planning, including health insurance, long term care planning, and asset management. He attended George Mason University and Ohio Northern University.
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