Luke Schneider

Luke’s passion for providing financial advice comes from a simple belief: money should be a tool that helps people live more meaningful, fulfilling, and purpose-driven lives.

Throughout his 25+ year career, Luke has come to realize that financial decisions make far more of an impact than investment returns – they affect families, careers, businesses, retirement goals, and the legacy people leave behind. He enjoys helping clients simplify complex financial matters and gain clarity around the decisions that matter most.

As a co-owner of North Oaks Financial Group, Luke has the privilege of working closely with other successful business owners, commercial airline pilots, and families seeking comprehensive financial guidance. Business owners face unique challenges and opportunities – from succession planning and tax strategies to retirement planning and wealth transfer – and he enjoys helping entrepreneurs build financial frameworks that support both the growth of their businesses and their personal financial independence.

Luke’s goal is not simply to manage investments, but to serve as a trusted advisor who helps clients align their financial resources with their values, goals, and vision for the future.

There is nothing more rewarding for Luke than seeing clients gain confidence in their financial lives and knowing we have helped create a plan that allows them to focus on what matters most – whether that’s growing a business, enjoying a successful career, spending time with family, or leaving a legacy.