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Luke Kendrick, Financial Advisor

FINANCIAL ADVISOR
Luke Kendrick

130 N 4th Street Suite 101, Wills Point, TX 75169opens in a new window
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Charitable Giving
  • Business Retirement Plans

About Luke

I started my career in the insurance and financial services industry in 2015, and I have enjoyed every bit of the journey. This year will be my 9th year in the industry and my 4th year as a financial advisor. My experience in personal and commercial insurance as well as investing and retirement planning puts me in a unique place to help clients mitigate risk and stay on track with their finances. This process involves my team and I maintaining investments and retirement plans while being mindful of insurance needs and taxable situations. This is a collaborative and structured process...

Education

  • Texas A&M UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Health & Nutrition
  • Aviation
  • Outdoor Enthusiast

Team Members

  • Kim Wicks
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Phone

(903) 873-2182

Fax

(877) 239-8584

Office Address

130 N 4th Street Suite 101
Wills Point, TX 75169opens in a new window

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