
Luke Messer is a dedicated investment advisor at Forefront Asset Management, where he is committed to helping clients achieve their financial goals through tailored investment strategies. He holds a Bachelor of Science degree in Business Administration with a focus on financial planning from Liberty University, graduating Summa Cum Laude. With the professional designation of Accredited Asset Management Specialist™ (AAMS™), Luke meticulously assesses his clients’ insurance and tax situations, ensuring that their risk tolerance is considered in the investment process.
To further enhance his expertise, Luke obtained the Chartered Retirement Planning Counselor™ (CRPC™) designation, which allows him to expertly navigate the complexities of Social Security, military and government benefits, and estate planning. His commitment to excellence is reflected in his pursuit of the Certified Financial Planner™ (CFP®) certification, following his successful completion of the CFP® board exam.
Luke’s journey into finance began in his formative years in Chesapeake, Virginia, where he developed a strong work ethic through entrepreneurship, managing his own lawn care and house-sitting business. This early experience instilled values of perseverance and dedication that continue to guide him in his professional career.
Verified credentials and professional qualifications
Licensed and certified to provide financial advisory services
2+ Years Experience in financial advisory and wealth management
Acts as a fiduciary, legally obligated to put your interests first
Serving clients in Williamsburg, VA and surrounding areas
Forefront Asset Management
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