Luke Serfas

Luke always had a passion for hard work and earning your keep. Luke felt that it was his duty to give back, so he decided after graduating from Towson University to join the Marine Corps. He was commissioned as an Officer and spent four years on active duty leading various teams across numerous leadership positions. Having really enjoyed his time in service, Luke decided to continue his service in the Military Reserves (where he currently serves as a Major).

After leaving active-duty service Luke went to work on Wall Street, starting off his financial services career in the Corporate and Investment bank of J.P. Morgan Chase & Co. Luke spent five years working closely with his clients to develop and implement numerous strategies to improve his client’s financial position. Following his time at J.P. Morgan Chase Luke accept a position as a Vice President at Citibank N.A. After spending time at these large firms Luke found that the focus became less on the client and more on internal metrics. Luke made the decision to leave the hustle and bustle of a Wall Street Bank and join his brother Jake at Copper Creek Financial to prioritize clients and their needs.

Luke holds two degrees; he earned his Bachelor of Science in Business Administration from University of Maryland Global Campus and a Bachelor of Science in Sociology & Anthropology from Towson University. He holds the series 65 investment advisory license, life and health/accident/sickness insurance producer license.