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Financial Planner

Luke Aarestad

Turning complex goals into clear, achievable strategies.

Professional

A passion for planning that started early.

Luke brings a deep passion for financial planning, helping clients turn complex goals into clear, achievable strategies. His interest in investing took root during childhood trips to the annual Berkshire Hathaway meetings with his father, and it grew into a lifelong focus on personal finance. That same passion drives his work at E-Wealth, where he helps individuals move through each stage of their financial lives with clarity and confidence.

Before joining E-Wealth, Luke spent five years in consulting, advising businesses on their finance and accounting operations and preparing them for major transactions. That work gave him a strong foundation in problem-solving and a firsthand understanding of the challenges business owners face, which he uses every day for our clients.

Education

Degrees in Finance and Accounting, University of St. Thomas

Looking ahead

"In the next ten years, I see exciting developments both personally and professionally. Hopefully our family will have continued to grow and we will be busy chasing kids around to all of their activities, fingers crossed this includes golf and football. Professionally, I hope to have contributed to the growth of E-Wealth while also expanding my own capabilities, continually finding new and innovative ways to serve our clients."

Luke

Personal

Cabin summers and Minnesota teams.

Luke and his wife, Halie, have a young son, Brooks. The family spends summers at their cabin in Siren, Wisconsin, works through an ever-growing list of Twin Cities restaurants, and cheers for Minnesota teams, the Vikings above all.

Luke is an avid golfer and is already working on sharing that passion with his son.

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Life outside the office

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Learn how we help you achieve your financial goals.

A clear, intentional plan for business owners, entrepreneurs, and executives who want more from their wealth.

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