Luke brings more than 35 years of experience in business, estate, and family business planning to his practice. As Managing Partner and Co-Founder of Highland Financial Group, he works closely with clients and their tax and legal advisors to evaluate and implement thoughtful, effective planning strategies.
His focus includes the design and funding of buy-sell and shareholder agreements, business succession planning, gifting strategies, grantor trusts, and family partnerships. Luke is highly skilled in leveraging life insurance solutions to help protect, preserve, and transfer wealth, particularly for closely held businesses and multi-generational families.
Luke’s academic credentials further underscore his background. He earned a Bachelor of Arts in Economics and History from Amherst College and a Juris Doctor from Boston College Law School.
Outside of his professional work, Luke enjoys spending time with his family. He resides in southern New Hampshire with his wife and their three daughters.