Overview

Luke is a trusted advisor to clients seeking to preserve and grow their assets while planning for the future.

He assists high net worth individuals, families, and businesses (including closely-held businesses), providing guidance on income, trust, and estate tax planning and compliance, business succession planning, financial planning, and retirement planning.

He has more than 15 years of experience in tax planning, accounting, and advising business owners and other individuals on a range of issues related to their financial assets. Before joining Michael Best, Luke was a senior tax manager at Sikich LLP, one of the nation’s largest Certified Public Accountant firms. He previously worked for two other regional accounting firms, providing both tax and attest services to clients.

Luke is a Certified Public Accountant and an Enrolled Agent with the Internal Revenue Service.

Experience

Solutions in action

Credentials

  • California State University-Sacramento, Master of Science (M.S.), Accountancy, 2011
  • University of Wisconsin - Madison, Master of Science (M.S.), Electrical Engineering, 2004
  • University of Wisconsin - Madison, Bachelor of Science (B.S.), Electrical Engineering and Computer Sciences, 2001

Engagement

  • Member, American Institute of CPAs
  • Member, Wisconsin Institute of CPAs