Luke McDermott
Financial Advisor|MBA, CLU®
Get to know my dedicated team
Core Values
At my firm, our practice is built on a foundation of core values that guide every aspect of our work. We strive to be detail-oriented and efficient, ensuring that every financial plan is carefully developed and continuously refined. We are committed to continuing education, staying disciplined in our approach, and always seeking the best solutions for our clients. Being service-oriented and responsive, we prioritize clear and timely communication. Above all, we are trustworthy, caring, and respectful—treating every client with the dignity and consideration they deserve. The care we take with each client is incredibly important and reflects our client-first approach to planning. These values drive our dedication to helping you achieve your financial goals.
Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.
Amy Aldana
Executive Assistant
Amy joined the team October of 2023 as an executive assistant. She attended Hope College in Holland, Michigan and graduated with a bachelor’s degree in business. Out of office Amy enjoys spending quality time/traveling with friends and family, cooking, dance, and fitness.
You can also schedule a time to connect using this link :
This link is connected directly to Luke's calendar. It will auto-generate a Zoom link that will get sent to your email.