top of page
Image by Codioful (Formerly Gradienta)

About Us

Big Firm Strength.
Small Firm Attitude.

Our founder, Gregory Luken, realized early on that traditional measures of success—like revenue and awards—didn’t reflect the quality and integrity of the work we do for our clients. After an eye-opening moment, Greg transformed our approach, focusing solely on delivering honest, high-quality financial advice.

By eliminating unnecessary sales tactics and committing to transparent, client-focused service, we navigated the 2008 economic downturn with fewer clients but greater success. Today, we offer a comprehensive system to manage every financial detail, allowing our clients to focus on what truly matters to them.

Meet the Team

Greg Luken
Founder and President

Greg began developing math-based solutions for his clients in the early 1990’s. Luken authored Retire With Confidence, Your Toolbox For Financial Independence, and has been published in Financial Advisor and Wealth Management Magazine. Greg is also a frequent guest on global financial networks such as Bloomberg, Fox Business News, CNBC’s PBS Nightly Business Report and others.

Carri Sanford
Chief Compliance Officer

Carri began her career in 1997 after obtaining her bachelor’s degree from David Lipscomb University. She holds Series 7, 63, 24, 4, 53, 66, 55 securities registrations and has been actively involved with the National Society of Compliance Professionals committees since 2011. Sanford is a Nashville native.

Hannah O'Leary
Financial Advisor and Director of Operations

Hannah is a Wealth Advisor and Director of Operations, dedicated to guiding clients through their financial journeys. With a Business Administration degree from The University of North Georgia, she is working toward her Chartered Financial Consultant (ChFC®) designation. Hannah has over 15 years of experience and holds Life and Health Insurance and Series 65 licenses. She previously worked at Regions Bank and with a 401(k) advisory firm. 

Joseph Affatigato
Operations Manager

Joseph joined Luken Investment Analytics in 2023 and serves as the Operations Manager. He enjoys driving continuous improvement initiatives to enhance financial processes, systems, and controls. Joseph has a degree in Economics from The State University of Buffalo. He has more than 8 years’ experience in financial services in sales and operations with UBS, Bank of New York Mellon and New York Life.

Sarah Terrell
Wealth Planner and
Director of Client Services

Sarah provides financial planning and investment advisory support to our clients. She also builds and maintains client relationships by assisting with day-to-day client needs and meeting action items. Sarah holds a Bachelor of Arts degree in History and Political Science from the University of Louisville. Sarah has held positions at US Bank and Huntington Bank. She transitioned to financial planning and wealth management at Eileen Burkhart & Co, Sage Spring (formerly Southwestern Investment Group), and Kraft Asset Management.

Bridget Flynn
Client Service Manager

Bridget joined Luken Investment Analytics in 2024 and serves as the Client Service Manager. She consistently communicates with clients to understand their needs to provide tailored solutions. Bridget worked as a universal banker at USBank and served as a mortgage underwriter.

Meet the Team

Our Values

Do Unto Others...

...as we'd have them do unto us. We love helping you live the life you want.

Ownership

We take ownership and create solutions.

Details Matter

We believe all the details matter.

Expertise

Profressionals are committed, passionate, and focus on results. No one wants to work with amateurs.

What We Do

We build and protect wealth on purpose so you can live the life you want. As your wealth team, we leave no stone unturned, working through a comprehensive checklist to address the matters that are important to you across the spectrum of financial categories including: investments, tax, estate, debt and cash flow, as well as risk aspects.

Our Approach

We use a market-tested, data-driven, repeatable process. Instead of recommending one thing to you and us doing something different, we invest alongside you, investing in the same investments.

Who We Serve

We specialize in serving first-generation wealth builders. You built it. You know the challenge. We understand.

Ready to Get Started?

Whether you're ready to schedule a time to talk or you're interested in learning more about what we do, feel free to contact us. We're happy to help.

Join Our Team

Our team is united by a shared vision to make a significant impact. We seek individuals who are not just looking for a job but are passionate about contributing to something bigger.

bottom of page