Director of Client Services
Registered Representative - AIC
714-433-1299 ext. 102
In helping launch 20/20 Capital Management, Inc. Luke's role expands across conversions, development, implementations and ongoing enhancement of 20/20 Capital Management Inc.'s platform of solutions and technology tools.
Internally, Luke works closely with senior management and staff to improve the overall RIA experience through best practices and efficient processes. Externally, Luke provides training and consulting with our field in integrating technology and tools into their financial services practices.
Luke has an extensive background in Operations, Supervision and Compliance. Luke currently holds Series 7, 63 securities licenses. Luke also holds Life Insurance, Health Insurance, and Variable Annuity Licenses from the State of California.
Currently, Luke is an Emeritus Board Member, and serves on the committee level, for Innovating Housing Opportunities (IHO), a non-profit dedicated to provide high quality affordable housing for those most in need.
Luke lives in Huntington Beach with his wife, Bethany, and our two young boys, Shane and Soren. When not at the office, you might find Luke hiking, golfing, or exploring the wonderful California beach with his family.
CA Life insurance License: 0F03176