Luke Wonnacott

Luke Wonnacott is an aspiring financial planner with broad industry experience and a passion for learning.  Luke is graduating this year with a B.S. in Finance from BYU (3.93 GPA), where he earned a scholarship. He previously gained experience at two wealth management firms, refining his skills in research, client relationships, and portfolio analysis. 

 

Luke helped lead his team to a top-three finish in the Sapphire Wealth Management Case Competition out of 20 teams. He is Series 65 licensed, holds Life & Health Insurance and Notary Public certifications, and is on track to take the CFP® exam in July 2025.

 

Fluent in Spanish, Luke developed strong communication skills while serving as a Volunteer Representative in Mexico City. Originally from Gaithersburg, Maryland, he now lives in Vineyard, Utah, with his wife, Sophie. In his free time, Luke enjoys reading and exploring investment and personal finance topics.