portrait of Luke D Murray
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Luke

I love what I do! I am afforded a unique opportunity to partner with great clients to help understand what's most important to them and then partner with them to navigate through a sometimes-complex environment. Working closely with you and your CPA, attorney and other professionals, I can partner with you to determine the most appropriate financial strategy for you and your family.

I believe it's important to invest my time in understanding what you're working toward before money is invested. Our team focuses on educating our clients and helping them plan so that they have the confidence they need to...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Employee Stock Options

Work History

  • Edward JonesJuly 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CEPA®

    Certified Exit Planning Advisor®
  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Brigham Young UniversityBachelor of Science

Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Golfing
  • Basketball
  • Cooking

Team Members

  • Jennifer Madsen
    Branch Office Administrator
  • Cecilia Valencia
    Branch Office Administrator
  • Julie Pettera
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 04:00PM
Sat By Appointment Only
Sun Closed

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