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
Excellence
Happiness
Health
Relationships
Wisdom
Start a Conversations with Luke

Our Team

Keith Berg
PARTNER / WEALTH ADVISOR - BFA™, CFP® , FIC
Nick Taylor Headshot
Nick Taylor
PARTNER / WEALTH ADVISOR - CFP®, ChFC™, BFA™, FIC
Patty Keehr Headshot
Patty Keehr
CLIENT SERVICE PROFESSIONAL
Andy Jolivette
DIRECTOR OF LIFE ALIGNMENT
Melissa Montgomery Headshot
Melissa Montgomery
FINANCIAL PLANNING ANALYST
Maggie Farrell Headshot
Maggie Farrell
SCHEDULING & SPECIAL EVENTS
Nicole Watkins Martin
LICENSED OFFICE PROFESSIONAL