Valeo Financial Advisors LLC
Luke Lambeck is a Financial Advisor at Valeo Financial Advisors LLC since May 2023, having previously served as a Financial Planning Intern. Active in various leadership roles, Luke has been a member and Social Chairperson of Sigma Alpha Epsilon Fraternity, and served as Vice President of Internal and External Relations for the Financial Management Association of Purdue University. Additional experience includes a Wealth Management Internship at Morgan Stanley and a position as an MBA Program Assistant at Purdue University. Luke's background also features roles in sales and finance, including Door to Door Salesperson at The Shield Companies and Head of Finance and Logistics at BoilerBlockchain. Education includes a Bachelor of Science in Finance with a concentration in Financial Counseling and Planning from Purdue University, where attendance began in August 2020 and will conclude in May 2024, following graduation from Benton Central Jr-Sr High School in May 2020.
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Valeo Financial Advisors LLC
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Valeo Financial Advisors, LLC 10 W Carmel Drive, Suite 400 Carmel, IN 46032 United States Valeo Financial Advisors is a fee-only advisory firm that is ranked as one of the largest financial advisory firms in the Midwest, and a Top 300 RIA Firm by the Financial Times. We focus on a client’s entire financial picture including insurance, taxes, cash flow, educational funding, retirement, and estate planning. As a result, we strive to provide the peace of mind that only comes from knowing all aspects of your financial life are working well together. All of this for one transparent fee.