Kevin Luke Lynch, Jr. joined Westminster Wealth Management in 2019 bringing his unique approach to client services and financial planning. Kevin Luke’s small business expertise, financial statement analytics, and sales team training and coaching experience helps him better serve the WWM clients.
Kevin Luke holds a Life and Health license, as well as Securities Industry Extract (SIE). He is studying to take the Series 7 Securities and Series 66 Advisory exams and plans to secure his Certified Financial Planning (CFP) certification by the end of 2021.
Kevin Luke graduated from Providence College with a BA in Business Economics. After graduation, Kevin Luke worked in the small business funding industry for eight years, assisting thousands of small business owners secure funding for their capital expansion goals and objectives. He helped his clients obtain a range of products from cash advances to equipment lines of credit. Building upon his success, he moved into a management role and was responsible for training and managing new sales agents. He decided to venture out on his own as a consultant to assist his many clients with business microlending and cash advance funding.
After meeting WWM clients at a company event in 2019, Kevin Luke decided to join the WWM team. Kevin Luke enjoys the family atmosphere at WWM and getting to know his customers, especially the small business clients. He is able to use his experience to assist clients better identify their needs and to create realistic short term and long term goals. Kevin Luke develops relationships with clients and is able to educate them, develop customized recommendations for products and services, and create lifestyle financial plans to help them realize their goals and dreams even as life situations change.
Kevin Luke lives in Belle Mead New Jersey. In his free time, Kevin Luke enjoys cooking, watching movies and shows, listening to podcasts, reading, and gaming with his many cousins across several states.