Luke L. Wiley

Luke L. Wiley, CFP® CRPC®, is a Senior Vice President at a financial services firm. He is a partner, with his brother, Zachary H. Wiley, CRPC® Vice

President. Luke is the oldest of three brothers

and grew up in a military family. He graduated from the

University of Cincinnati with a triple major in Finance,

Accounting, and Real Estate. He attended the University of

Cincinnati on a soccer scholarship.

In more than 15 years in the Financial Services industry,

Luke has been recognized as a thought leader and key

strategist by clients, coworkers and industry leaders.

He has been featured in several national publications for his

team's approach to wealth management as well as his team's

contrarian strategy to identifying and selecting stocks called

the 52-Week Low Formula. In fact, in April 2013 he was

featured in the "Advisor Profile" section in Morningstar Advisor

magazine. Luke has been married to his lovely wife, Melissa,

for over 16 years and together they have four healthy and

loving children, Madyson, Jake, Leah, and Morgan, and live

in Cincinnati, Ohio. He became financially independent by

the age of 33 but shows no signs of resting on his laurels, as

his motto is "I am a work-in-progress." He is committed to

ongoing self-improvement, not only professionally, but also in

his personal life.

Luke is fascinated by human potential/achievement,

behavioral psychology and finance, and the importance of

proper decision-making. He believes one of the best guides to

effective decision-making and the dangers of poor decision making

can be found in a book written around 3,000 years

ago: the Book of Proverbs.