Luke McElhenie, CFP®

Luke works closely with clients to deliver strategic financial advice and comprehensive planning services. With experience in the financial services industry since 2020, he has a passion for helping executives and business owners build, preserve, and transfer wealth through thoughtful, tailored financial strategies.

Luke is committed to building strong client relationships and providing a high level of advice and service, helping clients navigate financial decisions with clarity and confidence.

Professional Designations and Associations

-Certified Financial Planner (CFP®)

Professional and Community Involvement

Luke stays connected to the hockey community through coaching. He played collegiate hockey at the University of Wisconsin–Stevens Point, where he was part of a national championship team.

Personal Life

Outside of work, Luke enjoys working out, playing golf, and spending time outdoors. He also enjoys going on walks with his wife and their dog, Rosie.