Luke M. Salzer

Luke’s primary responsibilities as a Senior Client Service Associate include onboarding new clients, handling account maintenance, coordinating asset transfers and money movements, and supporting advisors with a wide range of client service needs. He also works closely with Evermay’s Director of Operations on quarter-end processes, system auditing, and broader departmental initiatives that help strengthen operational efficiency and support the client experience.

My Professional Background

I graduated from the University of Delaware with a B.S. in Finance. Prior to joining Evermay, I spent 8 years working at various financial firms, most recently as a Client Service and Operations Manager at an RIA.

My Personal Life

I live in Falls Church, VA with my two cats, Kevin and Pebbles. In my free time, I enjoy playing golf and pickleball, and traveling with friends and family.  

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