Luke D. Terry, MBA
Principal | Advisor, Wealth Management
Location
Lansing, MI
517.316.2400
Education
University of Chicago Booth School of Business
MBA, concentrations in finance and entrepreneurship
Eli Broad College of Business at Michigan State University
BA, finance
Current Role
Luke develops creative strategies that help clients work toward meeting their financial goals, integrating asset management and retirement plan services with overall business and financial plans. He works with a cross-functional Rehmann team to proactively guide each client, considering tax law and efficiencies, estate planning, and accounting needs along the way.
Service Areas
- Investment analysis and portfolio design
- Comprehensive financial planning
- Retirement and estate planning
- Insurance analysis and strategies
- Income and estate tax planning
Experience
Luke began his financial services career in 2003 and has supported small- to mid-size business owners, high net worth individuals and their families, and healthcare professionals. He has extensive knowledge of portfolio construction, providing customized solutions for each client’s unique financial goals and needs. Prior to entering the financial services field, Luke was a professional merger and statistical arbitrage equity trader for two Chicago-based private hedge funds. Luke holds numerous securities registrations and insurance licenses. He keeps current on industry standards by attending seminars and graduate level courses offered through professional societies and associations.
A Closer Look
- Luke believes a planning-based relationship is essential to ensure that our clients have explored all options to work toward their goals with a thoughtful and transparent experience.
- Actively involved in community endeavors, Luke currently serves as the treasurer of the Lansing Regional Chamber of Commerce and previously served on the board for the Michigan State Housing Development Authority.
Securities offered through Rehmann Financial Network, LLC, member FINRA/SIPC. Investment advisory services offered through Rehmann Wealth, a Registered Investment Advisor. Insurance services offered through Rehmann Insurance Group. 4086 Legacy Parkway, Lansing, MI 48911 | 517.316.2400
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