About

Luke Pavlatos is a CERTIFIED FINANCIAL PLANNER™ practitioner and has been in the financial services industry since 2016. Prior to bringing his services to WinCap Financial, Luke worked for John Hancock, where he wore a couple different hats. In his first stint with John Hancock, he specialized in employer qualified plans and tax-advantaged accounts. He later took on a more comprehensive position as a Senior Financial Consultant. It was in this role that Luke and Zach first teamed up to help clients meet their goals. Luke focused on the investment planning, executed transactions, and managed the relationship with clients, while Zach performed the financial planning and retirement projections.

As a CFP®, Luke is also bound by his fiduciary duty to put the clients’ interests above all else. In addition, as someone who is originally from a small town in the Midwest, Luke learned at a young age that trust and relationships are of utmost importance, and carries this with him into the business world. Luke has a Bachelor’s degree in Economics from Denison University.

Want to speak with Luke?

Email: LPavlatos@wincapfinancial.com

Phone: (937)-631-9206

Book an online meeting: Calendly Link