Jake has dedicated his life to helping individuals manage their wealth to achieve peace of mind and financial freedom. Whether planning for retirement or building a legacy, Jake understands that managing your wealth is more than choosing the right investments – it’s about making your money work for you; balancing your personal level of risk against your long-term financial goals.

As the founder and managing partner of Copper Creek Financial, Jake puts his clients first. Jake has built a tailored process “the retirement test drive” – just one of the many tools he and his team utilize to help our clients meet their financial goals. As an independent fiduciary, not only does he have unlimited access to a multitude of investment opportunities, but he is also legally bound to act in his client’s best interest. He has recently become a nationally televised host of the television show “Money Matters” airing on ABC, CBS and Fox, as well as a frequent contributor to Forbes, Yahoo Finance, Bloomberg, U.S. News Report, and several other national, financial news outlets.

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.

Before joining Copper Creek Financial, Christian spent nearly a decade as a real estate agent in and around Washington, D.C., helping people navigate what was often the largest purchase of their lives. During this time, he noticed a constant pattern: client would frequently ask, “How is the market?” or “Is now a good time to buy?” Christian’s response was invariably, “It depends.” This client-centered approach made Christian’s transition to Copper Creek Financial seamless. As a University of Maryland graduate and an RICP® (Retirement Income Certified Professional®), Christian is on a mission to understand what matters most to his clients and explore all potential pathways to help them achieve their goals. Much like the home-buying process, Christian believes that with careful planning and a level of protection against downside risk, there’s always an opportunity to move forward-whether it’s buying a new home or taking charge of your financial future. In his free time, Christian is very family-centric and has multiple hobbies that include all things food, fitness, cars, watches, and travel!