Luke is a Senior Wealth Advisor providing wealth management and financial planning for individuals, families, and businesses. He began his financial career in Charlotte, NC at Thrivent Financial, a Fortune 500 financial services firm. Following his time at Thrivent, he was a Financial Advisor for Wealth Strategies where he provided customized financial plans and managed investment portfolios for clients across the United States.
Prior to joining Navigate, he served as a Wealth Client Advisor for Oakworth Capital Bank where he was responsible for the administration and development of various types of trusts, estates and investment management accounts for individuals, families, corporations, and foundations. He is skilled in retirement, tax, estate, protection, and investment strategies.
Luke graduated from Auburn University with a Bachelor of Science in Business Administration. He is a CERTIFIED FINANCIAL PLANNER™ Professional having met the rigorous education, examination, experience, and ethical requirements of the CFP® certification process.
Mr. Fargason is an avid outdoorsman enjoying hunting, fishing, spending time at the family farm, and hiking. He and his wife Alison are active in their community through their involvement in Church of the Highlands and Community Bible Study. Luke is a proud father of three beautiful children: Shiloh, Samuel and Shepherd.
He serves on the board of the Financial Planning Association of North Alabama and on the Community Foundation of Greater Birmingham Professional Advisor Committee.
You can contact Luke at luke@navigatewealth.com or at 205.994.2307.