Luke DeBoer (CFP®)

Luke DeBoer focuses in the
following client markets or areas of practice:

Baby Boomers

Fixed Fee (Subscription, Retainer, etc.)

Generation X

High Net Worth Client Needs

Hourly

Investment Advice without Ongoing Management

Planning Specialties

Retirement Prep for Those In or Near Retirement - Distributions, Investing, Tax Strategy
Tax-Efficient Saving and Investing
Retirement Planning

Additional Information

Luke DeBoer has over 10 years of industry experience guiding individuals and families in multiple facets of financial planning, including investing, insurance, & employer benefits consulting. Additionally, Luke is a CERTIFIED FINANCIAL PLANNER™, and holds an MBA with a concentration in Tax from the Carlson School of Management at the University of Minnesota.

His professional career includes time at Fidelity Investments as a consultant, leading the financial wellbeing efforts for the 170,000 employees of UnitedHealth Group, and he also currently serves as a Sr. Relationship Manager at Optum Bank, specializing in HSA’s and their relationship with retirement savings.

On a personal note, Luke is married to Gina DeBoer and they have 5 children (Isabella, Veda, Judah, Lucia, Amelia), ages ranging from 2-11. They are attendees at Oakwood Community Church in Waconia. Luke is a native Minnesotan, having grown up in the Elk River area.