Branch Locations: Centerville, Kettering
Luke Neff regularly partners with individuals and families to make smart financial decisions through comprehensive financial planning and portfolio management. He covers topics such as tax-sensitive investing, retirement-income planning, charitable giving strategies, estate planning, and many other areas of personal financial well-being.
Luke values life-long learning and has demonstrated this through formal higher education, earning a Master of Science in Personal Financial Planning, and many other certifications.
Luke is a member of the Financial Planning Association®. A member and volunteer at the Centerville Noon Optimist Club – a youth services organization. When he is not working, he enjoys spending time with his wife and four children, competing in triathlons, and playing chess.