Luke Schneider

PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC

Luke is a holistic planner who helps people prepare for the certainty of uncertainty. He prides himself on working closely with clients to enable them to write chapters in their life story they never thought possible.

Like most financial advisors, Luke has a background in economics and finance, but his passion for investing began at a young age through the influence of his Grandfather who was an avid equity trader. This interest stuck with him through college and beyond, and today his investment knowledge has earned him a strong professional reputation as the go-to guy for tax-efficient investment strategies and portfolio construction.

As a classic, water-loving Minnesotan, Luke spends a lot of time on his dock fishing with his girls. He also enjoys perfecting recipes for the next cooking competition, spending time in Florida, and cross-country skiing in the winter.

Luke's Values
Freedom
Happiness
Health
Relationships
Wisdom
Start a Conversations with Luke

Our Team

Keith Berg
PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC
Carter Michaelson
WEALTH ADVISOR
Patty Keehr Headshot
Patty Keehr
INVESTMENT SOLUTIONS SPECIALIST
Andy Jolivette
CLIENT RELATIONSHIP MANAGER
Melissa Montgomery Headshot
Melissa Montgomery
CLIENT COORDINATION MANAGER
Taylor Moline
FINANCIAL PLANNING SPECIALIST
Maggie Farrell Headshot
Maggie Farrell
OPERATIONS OFFICER