Luke is a partner in tax. As a Personal Finance Specialist (PFS) and Certified Exit Planning Advisor (CEPA), he brings a wide variety of tax and family wealth experience to his clients, specializing in individual and trust tax planning, business transition planning, estate planning, executive cashflow planning and stock option planning. Luke enjoys consulting with clients to help them meet their personal and financial goals.
Joined the firm in 2010
Education & Certifications
Personal Financial Specialist (PFS)
Certified Exit Planning Advisor (CEPA), Exit Planning Institute
Certified Public Accountant (CPA), State of Missouri
B.S.B.A., Accounting, Southeast Missouri State University, Cape Girardeau, MO
B.S.B.A., Finance, Southeast Missouri State University, Cape Girardeau, MO
Professional Organizations
Missouri Society of Certified Public Accountants (MOCPA)
Chair, St. Louis Chapter (2017-2018)
Professional Learning & Networking Task Force
Professional Outreach Task Force
Community Outreach Task Force
American Institute of Certified Public Accountants (AICPA)
Estate Planning Council of St. Louis
Young Professionals Board
Community Leadership
Southeast Missouri State University Alumni Association
Awards
2020 Spirit of Rainmaker, The Rainmaker Companies
2018 Outstanding Young Professional Award, Missouri Society of Certified Public Accountants (MOCPA)
2017 30 Under 30, St. Louis Business Journal
2017 Leadership Academy Class, American Institute of Certified Public Accountants (AICPA)
Luke is a partner in tax. As a Personal Finance Specialist (PFS) and Certified Exit Planning Advisor (CEPA), he brings a wide variety of tax and family wealth experience to his clients, specializing in individual and trust tax planning, business transition planning, estate planning, executive cashflow planning and stock option planning. Luke enjoys consulting with clients to help them meet their personal and financial goals.
Joined the firm in 2010
Education & Certifications
Personal Financial Specialist (PFS)
Certified Exit Planning Advisor (CEPA), Exit Planning Institute
Certified Public Accountant (CPA), State of Missouri
B.S.B.A., Accounting, Southeast Missouri State University, Cape Girardeau, MO
B.S.B.A., Finance, Southeast Missouri State University, Cape Girardeau, MO
Professional Organizations
Missouri Society of Certified Public Accountants (MOCPA)
Chair, St. Louis Chapter (2017-2018)
Professional Learning & Networking Task Force
Professional Outreach Task Force
Community Outreach Task Force
American Institute of Certified Public Accountants (AICPA)
Estate Planning Council of St. Louis
Young Professionals Board
Community Leadership
Southeast Missouri State University Alumni Association
Awards
2020 Spirit of Rainmaker, The Rainmaker Companies
2018 Outstanding Young Professional Award, Missouri Society of Certified Public Accountants (MOCPA)
2017 30 Under 30, St. Louis Business Journal
2017 Leadership Academy Class, American Institute of Certified Public Accountants (AICPA)
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