Client Portals

Luke Hooper

Luke Hooper is a Memphis native who has built an impressive career in the field of finance and wealth management. He obtained a Bachelor of Business Administration (BBA) degree and a Master of Science in Accountancy from the University of Memphis. While studying, he began his professional journey at The Marston Group, where he gained valuable insights into the complex world of accounting, a crucial stepping stone in his career.

Luke subsequently spent six years at Deloitte, where he specialized in tax compliance and consulting. Driven by a passion for helping clients achieve their financial goals, Luke transitioned into the realm of Financial Planning at Legacy Wealth Management. In this role, he further developed his skills in crafting holistic financial plans encompassing investments, retirement planning, and tax strategies, which ultimately led him to his current position as a Wealth Strategist at Waddell & Associates.

Luke Hooper holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation. He is also a licensed Certified Public Accountant (CPA) in the state of Tennessee.

As a member of the American Institute of Certified Public Accountants (AICPA), the Tennessee Society of Certified Public Accountants (TSCPA), and the Financial Planning Association (FPA), Luke strives to ensure that his clients benefit from the latest techniques and strategies.

Luke firmly believes that true financial success isn’t solely about accumulating wealth but rather about using that wealth to live life on one’s own terms. With a client-centered approach, he invests time in understanding his clients’ unique goals, aspirations, and challenges. This enables him to create personalized strategies that align with their values and provide a clear roadmap for realizing their dreams.

When he’s not crunching numbers, Luke enjoys cycling and spending time with friends.

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