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Luke Britt, CLU®, RICP®, CEPA®

Luke Britt, CLU®, RICP®, CEPA®

Practice Director - Advanced Planning & Business Services

Luke Britt is the Practice Director of Advanced Planning. Luke creates sophisticated, custom strategies to solve complex issues for high-net-worth families and business owners across the country. Luke’s practice focuses on wealth transfer solutions that minimize or eliminate gift and estate taxes, as well as exit and succession planning for closely held businesses.

Luke is a Retirement Income Certified Professional®, a Certified Exit Planning Advisor®, a Chartered Life Underwriter®, and an active member of the Association for Advanced Life Underwriting (AALU), the Dallas Estate Planning Council, and the Exit Planning Institute.

Bachelors of Arts, Criswell College