Luke brings over thirty-three years of experience in Business, Estate & Family Business Planning Strategies to his practice. As the Managing Partner & Co-Founder of Highland Financial Group, Luke is dedicated to working closely with clients and their tax and legal advisors to analyze and implement effective business and estate planning strategies.
Luke's areas of specialization include Buy/Sell and Shareholder Agreements, Business Succession Planning, gifting strategies, Grantor Trusts, and Family Partnerships. He is well-versed in utilizing life insurance products to protect and transfer estates and closely held business interests for families.
Luke's educational background further strengthens his proficiency in the field. He holds a Bachelor of Arts in Economics & History from Amherst College and a Juris Doctor, JD from Boston College Law School.
Beyond his professional accomplishments, Luke finds fulfillment in his personal life. He resides in southern New Hampshire with his wife and three daughters.