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Luke Brooks

CFP®, CEPA®, ChFC®, RICP®Advisor

About Luke Brooks

Luke joined the Welch Group in 2022 and serves as an Advisor.

Before joining the firm, Luke attended Columbia International University, where he obtained his bachelor’s degree while playing for the university’s men’s soccer team. After graduation, he served in operations, analyst, and advisory roles with financial firms in South Carolina and Alabama since 2016.

Luke enjoys spending time with his wife, Emily, and son, Caleb. He also enjoys serving at his local church with youth ministry, is a member of a local CrossFit box, and enjoys sports, house projects, cooking, and traveling.

Education
• Bachelor of Science in Business and Organizational Leadership and Bible, Columbia International University, Columbia, SC

Accreditations
• CERTIFIED FINANCIAL PLANNER™ practitioner
Chartered Financial Consultant
• Retirement Income Certified Professional™

Community Involvement
• Phoenix Club of Birmingham, 2020-2022

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