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. Carri is a Nashville native.
Hannah O'Leary, ChFC®
Financial Advisor and Director of Operations
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.
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.
E.J. Rabell
Business Development 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.
Jack Hornsby, CFP®
Wealth Advisor Associate
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.
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
Professionals are committed, passionate, and focused 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.
