Senior Vice President–Wealth Management
Financial Advisor
Luke oversees the financial affairs for a select group of business owners, entrepreneurs, corporate executives, professionals and their families around San Diego. For nearly 20 years, Luke has focused on helping clients achieve their financial goals through a comprehensive and holistic wealth management process.
Luke has an expansive range of experience in wealth management, beginning his career at Smith Barney, he has earned the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA®) designations. Luke is passionate about assisting others through life's numerous financial stages; helping his clients formalize a plan for their legacy and supporting them toward the realization of their goals, through a disciplined and tested approach. Outside of the office, Luke enjoys tennis, boxing, fitness and surfing. He lives in Mission Hills with his wife Greta, children Era & Mac, and their three French Bulldogs and cat.
Luke's specialties include:
Luke's accomplishments and community leadership experience include:
Education
Credentials
Senior Vice President–Wealth Management
Financial Advisor
Luke oversees the financial affairs for a select group of business owners, entrepreneurs, corporate executives, professionals and their families around San Diego. For nearly 20 years, Luke has focused on helping clients achieve their financial goals through a comprehensive and holistic wealth management process.
Luke has an expansive range of experience in wealth management, beginning his career at Smith Barney, he has earned the Certified Investment Management Analyst (CIMA®) and Certified Exit Planning Advisor (CEPA®) designations. Luke is passionate about assisting others through life's numerous financial stages; helping his clients formalize a plan for their legacy and supporting them toward the realization of their goals, through a disciplined and tested approach. Outside of the office, Luke enjoys tennis, boxing, fitness and surfing. He lives in Mission Hills with his wife Greta, children Era & Mac, and their three French Bulldogs and cat.
Luke's specialties include:
Luke's accomplishments and community leadership experience include:
Education
Credentials
Senior Wealth Strategy Associate
Dani has 10 years of experience in the financial services industry and is a CFA charterholder. Prior to joining UBS, Dani has worked in the areas of M&A and strategy partnerships at American Express in New York City, valuation and transaction advisory services at Ernst & Young and Deloitte in Dallas, Texas. She has an MBA degree with a Finance concentration and an MA degree in Applied Economics, both from Southern Methodist University. Dani completed her undergraduate studies at the American University in Bulgaria.
Dani lives in Carmel Valley with her husband and their three very energetic kids (2 boys and a girl). She enjoys domestic and international travel and various outdoor activities with her family. Outside of work and family, Dani likes to figure skate and volunteer at the local school and the Bulgarian Education and Cultural Foundation in San Diego.
Credentials
Senior Wealth Strategy Associate
Dani has 10 years of experience in the financial services industry and is a CFA charterholder. Prior to joining UBS, Dani has worked in the areas of M&A and strategy partnerships at American Express in New York City, valuation and transaction advisory services at Ernst & Young and Deloitte in Dallas, Texas. She has an MBA degree with a Finance concentration and an MA degree in Applied Economics, both from Southern Methodist University. Dani completed her undergraduate studies at the American University in Bulgaria.
Dani lives in Carmel Valley with her husband and their three very energetic kids (2 boys and a girl). She enjoys domestic and international travel and various outdoor activities with her family. Outside of work and family, Dani likes to figure skate and volunteer at the local school and the Bulgarian Education and Cultural Foundation in San Diego.
Credentials
Client Associate
Client Associate
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures
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