Luke Britt

Luke serves as the Practice Director of Advanced Planning for Level Four, CRI’s wealth management group. He helps to solve complex financial planning issues for successful business owners, executives, and families by coordinating with their existing advisory team to design tailored strategies that achieve their desired outcome. Luke traditionally works in areas like estate planning, business exit and transition planning, executive benefits and employee retention, tax planning, life insurance, and retirement. He is proud to provide advice to his clients on complex planning issues without the obligation of purchasing services.