General Inquiry 800-658-9474
401(k) Inquiry 800-458-9111
In his role as Estate Administrator, Luke works directly with clients on all aspects of estate administration, estate planning, and trust administration. He works closely with clients, beneficiaries, legal professionals, accountants, and with our internal team. Instilling peace of mind for his clients is what drives Luke in his day-to-day work. Luke is specifically passionate about estate planning and trust administration and recently obtained his Certified Trust and Fiduciary Advisor designation from the American Bankers Association.