Luke joins Brumbaugh Wealth Management as a new Administrative Associate, with a strong academic foundation and a passion for helping others. In his role, Luke works closely with clients and prospective clients, gathering financial data and supporting advisors in the development of comprehensive financial plans. He also plays a key role in the firm's continued growth, with a particular focus on building relationships with young professionals.
Luke recently earned his MBA from Thomas Jefferson University in Philadelphia, where he concentrated on finance and business strategy. Furthermore, Luke recently passed the Securities Industry Essentials (SIE) exam and is currently preparing for additional registrations.
Prior to joining the firm, Luke held positions at Chester Water Authority and Creative Financial Group. He also spent several years managing Rita’s Water Ice, where he demonstrated leadership and a strong commitment to customer service.
A resident of Newark, Delaware, Luke enjoys soccer, running, and stand-up comedy in his free time.