Concierge Retirement Services
Luke began his career as a Retirement Plan Consultant in 2006 after earning his bachelor’s degree in Education with a concentration in Mathematics from SUNY Plattsburgh. Luke also has earned the designation of a Qualified 401(k) Administrator (QKA). He’s a valuable contributor to the Concierge Retirement Services team and to our clients.
“My biggest responsibilities are all related to annual retirement plan administration. It’s a lot of detailed work that includes plan document compliance, IRS reporting form preparation, and filing and the distribution of all related paperwork.”
Luke says “My favorite parts of my job are two things: First – communicating and corresponding with clients, and second – determining the best plan design for each client. I really enjoy interacting with our clients and I love it when all the pieces to the puzzle fit together!”
Luke’s favorite activities outside of work are sporting events, movies, boating, fishing, relaxing in a pool and spending time with his family. Luke and his wife have a young boy named Owen, born in 2020 and a 9-year-old Yellow Lab named Max. Two of his favorite places to travel are the Florida Keys and another place in Florida – Orlando!
Let’s Build Something Together
Would you like to have a conversation? Would you like to discover more?
Here’s a few ways to get in touch with us.
7 Rye Ridge Plaza #404
Rye Brook, NY 10573
+1 (914) 251-0099