We help the first-generation wealthy make smart decisions about their money...
So that you can do what you want to do.
Our Values
Do
unto others...as we’d have them do unto us. We keep our word, do what we say we’ll do, show respect, and act with grace…because people and relationships matter.
Details
We pay attention because all the details matter.
Ownership
We take ownership of problems and create solutions. We take things past the finish line. That’s why people want us in their lives.
Expertise
We are pros and pros are committed to their expertise, and they focus on results. No one wants to work with amateurs.
Greg Luken
Founder and President
With over 30 years of service in the financial industry, Greg built Luken Wealth Management around the idea that helping people get what they want would create success for clients and for the firm. He’s spent decades doing that very thing by serving families in Middle TN and across the nation. In addition to several e-books and white papers, Greg has authored two books: Unleash Your Financial Superpowers - How the First-Generation Wealthy Do It and How You Can Too and Retire With Confidence - Your Toolbox for Financial Independence. He's been published in Forbes, Financial Advisor and Wealth Management Magazine and featured as a guest on global financial networks such as Bloomberg, Fox Business, CNBC and others. Luken developed a unique, math-based investment approach for clients in the early 1990s and responsive investment indexes which help set the firm apart.
Jack Hornsby, CFP ®
Wealth Advisor Associate
Jack serves as a Wealth Advisor Associate and provides financial planning and investment advisory support for our clients. Jack is a Nashville native and holds a degree from the University of South Carolina, majoring in Finance and Real Estate. In 2024, he earned his Certified Financial Planner® certification. Jack has over 4 years of experience in the industry, holding Series 7 and 66 licenses. He previously worked for Wells Fargo Advisors in Charlotte, NC, providing advisory support to clients in all stages of life.
Hannah O'Leary, ChFC®
Wealth Advisor and Vice President
Hannah brings over 15 years of experience in financial services to her role as Wealth Advisor. She provides financial and investment advice to our clients, aiming to keep them on track in achieving their long-term financial goals. She also leads our support team to ensure our clients receive a consistently exceptional experience. Hannah holds a degree in Business Administration from the University of North Georgia and has earned the Chartered Financial Consultant (ChFC®) designation. She also holds her Life and Health Insurance and Series 65 licenses. Hannah previously served as a licensed banker at Regions Bank and at an advisory firm where she served as a Retirement Plan Specialist for 401(k) participants across the South.
Kelly Caldarera
Executive Coordinator
Originally from Indiana and a Tennessee resident since 1997, Kelly brings a background in medical billing and life insurance case management to her role at Luken. As the first voice most clients hear when they call the office, she sets the tone with warmth, professionalism, and attention to detail. Behind the scenes, she supports the executive team by keeping day-to-day operations organized and running smoothly.
Outside the office, she enjoys family life with her husband, a professional saxophonist, and their energetic five-year-old son.
Carri Sanford
Chief Compliance Officer
Carri is a Nashville native and began her career in 1997 after obtaining her bachelor’s degree from David Lipscomb University. She holds Series 7, 63, 24, 4, 53, 66, and 55 securities registrations and has been actively involved with the National Society of Compliance Professionals committees since 2011. In her role as Chief Compliance Officer, Carri ensures our firm adheres to rigorous compliance standards as an SEC-registered firm.
