Luke Lloyd joined Crossmark in September 2009 and currently serves as Senior Investment Advisor responsible for financial planning, risk analysis, strategic investment consulting, client relationship management, and ongoing portfolio analysis. Luke has been in the financial services industry for more than 16 years. Before Crossmark, he served as a financial advisor for both Wells Fargo and Chase Investments. Raised in the Houston area, Luke graduated with a B.B.A in Finance from the University of Iowa. He currently holds the Certified Financial Planner™ designation and FINRA Series 7 and 66 securities licenses. He resides in Cypress, Texas, with his wife and two children. He enjoys spendi