Trader
Luke supports the firm’s trading function. He helps enhance investing processes and strategies to meet the needs of financial advisors and their clients, and he supports the optimization of client portfolios to ensure they are in line with each custom financial plan.
He also:
- Collaborates with our financial advisor partners in carrying out a wide variety of ad hoc requests, from routine rebalances to cash management trades, all while working to minimize tax impacts and ensure best execution
- Supports monitoring of client’s held-away accounts
- Works on direct indexing customization
- Manages and updates vital cash and position locks
- Prepares strategy comparisons for inquiring advisors
- Provides data and insights that allow advisors to show each client how they’re progressing toward their desired financial future
Luke joined the Blueprint Financial Advisors team in 2026.
He earned a bachelor’s in finance from the University of North Carolina at Greensboro.
North Carolina Native & Sports Enthusiast
Luke was born and raised in North Carolina. He appreciates the simplicity and quiet that comes with living just outside Greensboro in the small town of Staley.
Family plays a central role in his life. He is close with his parents Travis and Kena, as well as his sister Kayla. He also enjoys spending time with his girlfriend Abbey.
Luke enjoys playing sports and participating in fitness activities. During his senior year of high school, he earned all-state honors in basketball and all-region recognition in soccer, two achievements that reflect his competitive drive and dedication. Today, he is frequently lifting weights at the gym, on the golf course, or playing basketball.
He’s also a fan of watching sports, new movies, and whatever TV shows were recently released on streaming services.
