Luke Vail

Luke is focused on helping clients feel confident and prepared as they plan for retirement. He works closely with clients to understand their goals and priorities, guiding them through important financial decisions with a thoughtful and solution-oriented approach.

Luke works with clients on key areas such as long-term care and helps coordinate insurance conversations around legacy and estate considerations, helping ensure the insurance aspects of their financial picture are aligned. He earned his bachelor’s degree in environmental science from the SUNY College of Environmental Science and Forestry and later earned a master’s degree in environmental policy and management from the University of Denver. He made the transition into finance and holds his life and health insurance licenses.

Luke lives in Canton, Georgia, with his wife, Tori. Together, they love spending time with their daughter, Charlotte. Outside the office, Luke stays active by playing golf, hiking and snowboarding. He also enjoys relaxing with a great movie, listening to country and folk music or cheering on his favorite Buffalo sports teams.