Core Values
Do Unto Others...
We do unto others. We keep our word, do what we say we’ll do, show respect, and act with grace
Ownership
. We take ownership, figure it out, resolve issues, and take things past the finish line
Attention to Detail
We pay attention to detail because all the details matter
Expertise
We are experts. We engage experts. No one wants to work with amateurs
Big Firm Strength.
Small Firm Attitude.
The real superpower behind wealth management is clarity of purpose. Around the life you want to live. And how your finances will help you live it.
Our job is to help you cut through the noise, silence those nagging voices, and get absolute clarity about your purpose.
The Wealth Roadmap ensures all the other pieces—where and when to invest, how to take care of your legacy, when to retire— fall into place.
Meet the Team
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.
Greg Luken
Founder and President
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. Carri is a Nashville native.
Carri Sanford
Chief Compliance Officer
Hannah joined Luken Investment Analytics in 2017 and serves as a Financial Advisor and the Director of Operations. Hannah is passionate about guiding clients through their financial journeys and helping them reach the goals that are important to them. Hannah holds a Business Administration degree from The University of North Georgia and was awarded her Chartered Financial Consultant (ChFC®) designation in 2024. She has over 15 years of experience and holds Life and Health Insurance and Series 65 licenses. Her prior experience includes time as a licensed consumer banker at Regions Bank and as a retirement plan specialist with a 401(k) advisory firm.
Hannah O'Leary, ChFC®
Financial Advisor and Director of Operations
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.
Sarah Terrell
Wealth Planner and
Director of Client Services
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.
Bridget Flynn
Client Service Manager
E.J. joined Luken Investment Analytics in 2024 and serves as the Business Development Manager. E.J. is responsible for developing and fostering new client relationships for the firm. He has more than 12 years’ experience in financial services in sales and client satisfaction. E.J. previously worked at an investment advisory firm based in Charlotte, NC before stepping away to co-found a digital marketing startup focused on helping nonprofits. He also previously served as a Private Client Banker at J.P. Morgan Chase. E.J. has a degree in Business Administration from The University of Florida.
E.J. Rabell
Business Development Manager
Jack joined us in 2024 and serves as a Wealth Advisor Associate. He enjoys empowering clients to make informed financial decisions, helping them build confidence and security in their financial futures. Jack is a Nashville native and holds a degree from the University of South Carolina majoring in Finance and Real Estate. In 2024, he was awarded his CERTIFIED FINANCIAL PLANNER® certification. Jack has over 3 years of experience in the industry, holding Series 7 and 66 licenses. Jack previously worked as a financial advisor for Wells Fargo Advisors in Charlotte, NC.
Jack Hornsby, CFP®
Wealth Advisor Associate
Meet the Team
Our firm’s legacy goes back to 1999 with one clear goal: securing financial success on your terms.
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.