Family Wealth Team

Professional Experience

• Advises high net worth clients of which the majority are or retirees who were athletes, executives, specialty physicians, and business owners
• Prior to launching Firm Foundation Family Wealth, Luke was a Vice President, Wealth Advisor at Goldman Sachs Personal Financial Management which included working with the firm’s Sports and Entertainment Solutions team

Education

• Carroll University, Bachelor of Science in Business with a Finance major and Accounting minor 
• University of Miami, CFP® certification of Professional Education Program

Getting to Know Luke

• Proud husband to his wife, Pamela, and father to their daughter, Lucía
• Was a 3 year starter on the Carroll Pioneers baseball team
• As a Crohn’s Disease patient himself, serves on the committee for the Take Steps walk, the largest annual fundraiser for the Crohn’s and Colitis Foundation
   

Professional Experience

• Supports our clients to ensure a seamless experience with all aspects of the client relationship
• Previously served as a Private Client Associate at Wells Fargo Advisors supporting high-net-worth clients

Education

• University of Minnesota, Bachelor of Arts in Communication Studies

Getting to Know Katy

• Proud wife to her husband, Horacio, and mother to their sons, Luca and Mateo
• Enjoys running, camping, and spending time outdoors
• Loves quality time with family—traveling, exploring local restaurants, trying new recipes, and supporting their favorite sports teams
• Passionate about supporting children facing food insecurity in the local community and advocating for youth sports access, working to remove barriers so all kids have the chance to play