Client Service Representative

As a Client Service Representative, Luke assists the Heitzman team helping to ensure that the financial needs of clients are met with the greatest attention and care. The plan is for Luke to ultimately transition to a fully licensed financial professional on the team, helping clients work towards their financial goals.

Luke is a Marine Corps veteran from east Tennessee. After his military service, Luke moved to the upper peninsula of Michigan to attend college and has recently graduated with a bachelor’s degree in finance at Northern Michigan University!