portrait of Luke Gray
FINANCIAL ADVISOR

Luke Gray

CFP®, ChFC®, ABFP™, AAMS™, CRPC™
750 17th Avenue Suite #1, Longmont, CO 80501opens in a new window
CallSend Me a Message

About Luke

I am a native to Longmont and love having a business and raising a family in my hometown. I am a busy dad of two young girls and a lucky guy to have married my teammate and encourager, Caitlin. Most of our time is spent outside or laughing on the floor with Sailor and Camden in their chaotic mess of toys and life. I keep trying to make more time to travel, hone my photography and culinary skills, fix up our house and play my piano; all things I love, but my favorite thing is hanging with those three ladies!

Financial...

Focus Areas

  • Retirement Income Strategies
  • Charitable Giving
  • Estate & Legacy Strategies
  • College Savings
  • New Investors
  • Portfolio Reviews

Work History

  • Edward JonesJuly 2019 to Current
  • Shepherd of the Hills ChurchFebruary 2015 to December 2022

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • ABFP™

    Accredited Behavioral Finance Professional™
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Azusa Pacific UniversityBachelors

Personal Interests

  • Music
  • Active Lifestyle
  • Home Improvement
  • Traveling
  • Cooking

Team Members

  • Debbie Kester
    Sr. Branch Office Administrator
    FPQP®

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:30PM
Tue 08:00AM - 05:30PM
Wed 08:00AM - 05:30PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

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