
Luke Berge, CFP®

Luke Berge, CFP®
Wealth Operations Specialist
Luke is a Wealth Operations Specialist with a passion for making financial planning and true wealth feel approachable and empowering. He enjoys helping clients bring clarity and confidence to their financial lives so they can focus on what matters most to them.
A Minnesota native, Luke graduated from Baylor University before returning home where he and his wife now live. Known around the office for his storytelling and dry wit, he helps keep the team grounded – and laughing.
Outside of work, Luke enjoys staying active through exercise, trying new restaurants, reading, cheering on his favorite (and occasionally frustrating) sports teams, and spending time with close friends and family.
Luke is a Certified Financial Planner™ (CFP®) professional and holds a BBA in Management from Baylor University. He is licensed with the Series 7, 65, 63, and SIE, as well as life, health, and annuities (LHA).