Dedicated to serving the best interests of our clients

Luke Messer, AAMS™, CRPC™

Investment Advisor Representative

Luke is a dedicated investment advisor committed to helping his clients achieve their financial goals. Armed with a Bachelor of Science in Business Administration: Financial Planning degree 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 450 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.

CFP^®, Certified Financial Planner™ and are certification marks owned by Certified Financial Planner Board of Standards Inc. (CFP Board), in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.