Tax Advisor
Luke Wendt is a Tax Advisor who works closely with WDS clients and their families with tax-related items. Luke believes that a large percentage of retirement savings may be lost to excessive taxes, penalties, and adjustments without proper tax planning. Making wise tax decisions can stretch your retirement dollar.
Luke is an Enrolled Agent and a registered principal holding both securities and insurance licenses. He started his career in the industry in 2009. He attended the University of Wisconsin- Madison.
Luke and his wife, Wendy, reside in Edgerton with their two dogs, Ferris Bueller and Principal Edward Rooney. Luke enjoys playing golf, fishing, keeping up on the latest theoretical physics, and is a self-proclaimed Star Wars nerd. He enjoys watching the Packers, Badgers, Brewers, and Duke Basketball and is an avid Formula 1 fan.
