As a Wealth Advisor at Sax, Luke provides complex planning and wealth management solutions to uniquely successful individuals and families. While the clients he works with have diverse backgrounds, he specializes in advising entrepreneurs and corporate executives. Prior to joining Sax, Luke held positions at J.P. Morgan Private Bank and Bernstein Private Wealth Management, advising ultra-high net worth clients across the country. He is a graduate of The University of Rochester’s Simon Business School where he received an MBA in Finance and St. John Fisher University where he received a degree in Business Management. Outside of the office Luke is a husband, father and enjoys staying active. He and his wife reside in Boca Raton Florida with their 3 children and American Bully.