The Financial Planning Co. is a boutique financial services firm focused on providing investment management and financial planning services for individuals and families.
Clients of The Financial Planning Co. range from college-aged individuals looking to start adulthood with a sound financial foundation to retirees outsourcing investment and distribution planning to a professional so they can enjoy their time away from work. Most clients are in the middle of the life stages, commonly juggling the priorities of their growing families, advancing careers, and all the wants and needs that come with those items.
Education, Experience, & Personal
Luke has over 10 years of industry experience guiding individuals and families in multiple facets of financial planning, including investing, insurance, & employer benefits consulting.
Additionally, Luke is a CERTIFIED FINANCIAL PLANNER™ professional, a Certified Benefits Professional, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota.
His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for the 170,000 employees of UnitedHealth Group, and he also currently serves as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings.
Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages ranging from 1-9. They are attendees at Oakwood Community Church in Waconia. Luke is a native Minnesotan, having grown up in the Elk River area.