Meet The Team

Luke is a dedicated investment advisor committed to helping his clients achieve their financial goals. Armed with a Bachelor of Science degree in Business Administration with a focus on financial planning from Liberty University, where he graduated Summa Cum Laude, Luke brings a wealth of knowledge and expertise to his practice. Leveraging his professional designation as an Accredited Asset Management Specialist™ or AAMS™, Luke meticulously evaluates his clients’ insurance and tax situations, considering their risk tolerance to craft tailored investment strategies with precision and care.

Recognizing the importance of comprehensive investment advising, Luke pursued further specialization by obtaining his Chartered Retirement Planning Counselor™ or CRPC™ professional designation. With this additional credential, he navigates the complexities of social security, military and government benefits, complemented by estate planning and comprehensive retirement strategies. Luke’s commitment to excellence is evident as he progresses towards attaining his CFP^® certification after successfully passing the CFP^® board exam.

Luke set off on the path to a career in finance with his earliest decisions to pursue entrepreneurship during his formative years in Chesapeake, Virginia through his own lawn care and house-sitting business. This early venture instilled in him the values of hard work and perseverance, laying the foundation for his future career.

Upon relocating to Williamsburg, Luke further developed his professional skills through diverse experiences. He honed his customer service abilities in various roles at a retail foods store, gaining valuable insight into consumer behavior and market dynamics. His time as a cafe manager at Sweethaven Lavender further enhanced his customer support skills and operational management capabilities.

After completing his studies at Liberty University, Luke dedicated himself to furthering his expertise by engaging in 750+ hours of certification studies, which equipped him with the necessary skills and knowledge for his career in the investment advisory industry. Currently, Luke continues to enhance his professional development through practical, on-the-job experience in his field, applying what he has learned in real-world scenarios.

Outside of his professional endeavors, Luke remains connected to his community by serving his church as both an assistant youth leader and as a guitarist for the worship team. In his leisure time, he finds joy in activities like weightlifting, pickleball matches with friends and spending time with his family.

Matt dedicates himself to developing tailored investment strategies for clients, designed to maximize asset growth while attempting to minimizing risk and offset volatility. He acts as a trusted educational resource, breaking down complex investment principles into easily digestible concepts, helping clients to efficiently pursue their goals and attain financial confidence. As a Chartered Retirement Planning Counselor™ designee or CRPC™, Matt has completed coursework encompassing pre-and post-retirement needs, estate planning and the entire retirement planning process. In addition, as an Accredited Asset Management Specialist™ or AAMS™ designee, he has completed coursework encompassing investments, asset management, taxes and insurance.

Matt has a professional background in information technology and is a Microsoft Certified Professional. He also holds the CompTIA Network+ and CompTIA A+ certifications.

Matt is an accomplished violist who has played in the Civic Orchestra of Chicago and the Virginia Symphony Orchestra. He performed abroad and alongside numerous notable musicians, including Midori, Van Cliburn and Emanuel Ax. He earned a bachelor’s degree in music from Bob Jones University and a master’s degree in music from Ball State University.

An active member in his community and supporter of the arts, Matt has served on the boards of the Virginia Symphony Orchestra and the Norfolk Musician’s Association. He is currently serving as president of his local civic league.

In his free time, Matt enjoys playing music, fishing, camping, biking and organic gardening. He and his family love taking advantage of all the delicious eateries Hampton Roads has to offer, as well as the local farmer’s market and coffee houses. Originally from Rensselaer, Indiana, Matt lives in Virginia Beach with his wife, Sarah, and their three children.

Renee plays a key role in ensuring our office runs efficiently, providing essential support for the advisors and handling a variety of operational duties. She utilizes her high attention to detail to provide attentive and friendly support for clients.

As a team member of Forefront Asset Management, LLC., Renee has exceptional industry experience. She has worked in the banking sector for 13 years and in the insurance industry for six years. Renee’s extensive professional background provides exceptional service for our clients.

In her free time, Renee enjoys cooking, reading and watching football – especially the Dallas Cowboys. She loves spending time with her children and grandchildren, and lives in Virginia Beach.