Luke Wonnacott

Luke Wonnacott serves as a Financial Advisor & Team Lead at PROFi, helping guide the firm’s financial planning, client relationships, and advisor development strategies. In addition to serving clients directly, he supports team leadership, advisor mentoring, workflow oversight, and strategic growth projects within the firm. Luke plays a key role in helping maintain PROFi’s high standard of personalized service while contributing to the long-term vision and development of the company.

 

Luke graduated from Brigham Young University with a B.S. in Finance, where he earned academic scholarships for excellence. Prior to joining PROFi, he gained experience at two wealth management firms, refining his skills in research, client relationships, and portfolio analysis. In addition, Luke passed the Certified Financial Planner (CFP®) exam and further refined his tax expertise through the IRS’s Enrolled Agent (EA) program.

 

Fluent in Spanish, Luke developed strong communication skills while serving as a missionary for the Church of Jesus Christ of Latter-day Saints in Mexico City. Originally from Gaithersburg, Maryland, he now lives in Provo, Utah, with his wife, Sophie, and they are expecting a baby this year. In his free time, Luke enjoys reading and exploring investment and personal finance topics.