Financial Planner

Luke is a Marine Corps veteran from East Tennessee. After his military service, he relocated to Michigan’s Upper Peninsula to pursue his education, earning a Bachelor’s degree in Finance from Northern Michigan University. He holds Series 7 and 66 securities registrations examinations, along with Life, Accident, and Health Insurance licensing for the State of Michigan.  

In his free time, Luke enjoys practicing music. He is currently playing tuba in the River Cities Concert Band in Plainwell, MI. Luke’s other hobbies include: playing euphonium and piano, exercising, fishing, and hiking.

Luke is a Financial Planner with the Heitzman team, focused on helping clients work toward their financial goals by providing tailored guidance in areas such as retirement planning, investment management, and risk mitigation. Luke works closely with clients and their families to assess their financial situations and create customized plans for financial security and independence.