Meet the Team
Luke BrownLPL Registered Principal
Luke began his career as a financial advisor over a decade ago and enjoys his work today as much as he did when starting out. He is proud to offer needs based advice and objective, client centered planning. In 2008 he chose to become an independent advisor and started his own practice to better serve his clients. Being independent translates to broader product selection, greater technological capabilities, and an enhanced client experience. His practice is exclusive of proprietary products and investment banking, as these can lead to conflicts of interest. Luke is proud to be affiliated with LPL Financial, the nations largest independent broker-dealer and consistently ranks in the top 10% of LPL advisors based on productivity. As a business owner he has a unique understanding of the complexities and challenges faced by today's small businesses.
Locally, Luke is a member of Southwestern Michigan Estate Planning Council, is active in his church serving as chair of the finance committee, and is a past member of NAIFA. Luke holds his series 7, 24, and 66 securities registration and can write life, health and variable contracts.
Personally, Luke and his wife Shannon have been married twelve years and have two children Kale 10 and Ellie 9. They enjoy everything outdoors including backpacking, camping, hunting and farming. Luke also spends a great deal of time volunteering and supporting non-profit organizations.
Vicki HoltInvestment Representative
Vicki’s background includes more than a decade of marketing experience in various industries, including nearly five years in financial services. Vicki’s interest in financial services led her to LPL Financial in 2008 where she began as a Project Manager, helping to establish the new office. She completed her series 7 and 66 examinations to become an LPL Investment Representative in 2009. In 2010 Vicki became licensed to sell and service life and health insurance policies.
Vicki was a collegiate volleyball player and still remains active in local area volleyball through camps, coaching and officiating. Vicki has two beautiful daughters, Laurel 12 and Cameron 10. Locally, she is a member of the Women’s Service League, where she enjoys volunteering in the community. Vicki is also a member of the Southwestern Michigan Estate Planning Council.
Nicole CoarRegistered Sales Associate
Nicole spent more than 15 years in customer service in a broad range of communications industries before joining LPL Financial. She understands the importance of relationships and hands on support to keep our clientele updated and informed. Nicole completed her series 7 and 66 examinations to become a registered sales associate with LPL Financial in 2013, where her focus is to provide coordination and dedicated back-up to our team of advisors and their clients with accurate and efficient service. In 2014, Nicole also became licensed to sell and service life, health and variable policies.
Nicole’s husband, Victor, is a professional photographer and imaging specialist. Together they keep busy with their two sons, Ilo 12 and Elias 10. Nicole serves on the Executive Board for the Saint Joseph Baseball Association and volunteers with Women’s Service League where she enjoys giving back to her community through local volunteerism. She is also a member of the Southwestern Michigan Estate Planning Council.
Audrey AckersonAdministrative Assistant
Prior to joining our team, Audrey gathered experience working in accounting, legal administration, and office management. Her previous employment provides a diversity of skills perfectly fitted to her role as administrative support for our advisors and our clients.
She and her husband, Steve, are originally from the mid-Michigan area but have called Berrien County home for the past several years. Audrey enjoys do-it-yourself projects, gardening, and traveling with her husband. Together their goal is to visit all 50 states, with 44 states currently checked off the list.