A common mistake in financial planning is trusting different decisions to people who only see part of the picture.
At Luke Funk Wealth Management, we are uniquely positioned to manage all aspects of your wealth and help you build a comprehensive, custom plan for your financial future. We offer one-stop, well-rounded solutions for individuals and companies on retirement planning, investments, business succession, risk management insurance and more. In personal, face-to-face conversations, we’ll help you take the full picture of your finances into account, make ongoing decisions and develop a plan that fits your needs.
CPA, CERTIFIED FINANCIAL PLANNER™, Financial Advisor*, Partner at Christen Souers, LLC
Luke is a leading CPA and CERTIFIED FINANCIAL PLANNER™ professional in Northeast Indiana, where he has lived his entire life. He graduated from Huntington North High School and Huntington University with bachelors degrees in accounting and business management. In his spare time, he enjoys spending time with family, working out and cheering for the Fighting Irish as a diehard Notre Dame fan.
American Institute of Certified Public Accountants
Indiana CPA Society
Financial Services Institute
Certified Financial Planners Board
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* Wealth Management is offered at the Fort Wayne location only.
Wealth Management Assistant
Jamie is Luke’s right-hand assistant who manages tax returns, client requests and day-to-day business operations. She is a Northeast Indiana native who graduated from IPFW with a bachelors degree in Organization Leadership Supervision. In her spare time, she enjoys spending time with family, exercising and outdoor activities.