Luke A. Roach*
Financial Planner
Luke is a Marine Corps veteran from East Tennessee. After his military service, he relocated to Michigan’s Upper Peninsula to pursue his education, earning a Bachelor’s degree in Finance from Northern Michigan University.
Luke is a Financial Planner with the Heitzman & Associates team, focused on helping clients work toward their personal and financial goals by providing tailored guidance in areas including retirement planning, investment management, risk mitigation, and estate planning. He holds Series 7 and 66 securities licenses, along with Life, Accident, and Health Insurance licensing for the State of Michigan. Luke works closely with clients and their families to assess their financial situations and create customized plans for financial security and independence.
In his free time, Luke enjoys smoking meats, skiing, visiting family and playing music. He is currently a tuba player in the River Cities Concert Band out of Otsego, MI. Luke was recently married in Gatlinburg, TN, and lives with his wife in Plainwell, MI. They are both active members of Otsego UMC.
