MONTANA 401K ADVISOR

Luke graduated from the University of Montana with high honors as a finance major. He has worked with many financial firms across the nation helping them become successful in the group retirement plan market. Luke managed the Northwest US for a large financial institution managing 401(k), 403(b), profit sharing and other group retirement plans on both the administration and financial sides. Luke helps plan sponsors maintain fiduciary compliance and provides education to employees throughout Montana. In addition, he has worked as a consultant in mergers and acquisitions, and has helped companies prepare for sale. As a business consultant on the sell-side, Luke helped companies increase value by focusing on profits and losses, while implementing avenues to increase revenue... After years of working in the city as a group retirement plan specialist and business consultant, Luke has returned home where he can offer high level

Primary location: Columbia Falls United States