Luke is our Dubai-based Investment Advisor dedicated to helping US-connected global individuals within the Middle East region navigate the complexities of cross-border wealth management.
In his role, Luke specializes in a range of financial services, including the review of 401Ks, IRAs, and other US pensions, cross-border investment advice, and retirement planning. He is committed to providing tailored financial advice to clients, ensuring that their unique financial needs and goals are met.
Part of Luke’s functions include providing comprehensive financial advice, meeting with clients to understand their individual situations, and conducting ongoing client reviews to ensure that their financial plans remain aligned with their objectives.He takes pride in guiding clients through complex financial situations and finding effective solutions.
Luke's passion for helping clients achieve financial success is matched by his enthusiasm for life outside the office, enjoying swimming, outdoor adventures, traveling, and spending quality time with his family.
Career
Luke brings his extensive financial planning experience from various international wealth management institutions in his role as international investment advisor at Cross Border Wealth.
2023
International Investment Advisor, Cross Border Wealth
