Luke Plese, CRPC

As a Financial Advisor, I am committed to helping individuals, families, and businesses develop personalized financial and investment strategies aligned with their unique goals, objectives, and risk tolerance. My mission is to provide comprehensive financial guidance and portfolio management solutions delivered with exceptional personal service, professionalism, and integrity.

Before becoming a Financial Advisor, I served as a Senior Registered Client Associate with Wells Fargo Advisors, where I assisted clients with retirement planning programs, account management, and educational seminars designed to help investors make informed financial decisions. Earlier in my career, I worked as a Client Service Consultant with Wells Fargo Advantage Funds in Menomonee Falls, Wisconsin.

I earned a bachelor's degree in Finance from the University of Wisconsin-Eau Claire and hold the Chartered Retirement Planning Counselor™ (CRPC®) designation from the College for Financial Planning. This designation reflects advanced training in retirement planning strategies and a commitment to maintaining high professional standards.

I take pride in helping clients pursue their financial goals with confidence by providing thoughtful advice, personalized planning, and ongoing support throughout every stage of life.

Outside of the office, I enjoy golfing, fishing, traveling, and spending time with my family. My wife, Jenny, and I live in Germantown with our daughters, Chloe and Charlotte, our son, James, and our black lab, Bear.

 

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.