Luke Trosclair is the Managing Principal at TWM, LLC, he focuses on helping clients make successful financial-related decisions to achieve their goals throughout each stage of life. Luke focuses on creating customizable strategies for his client's unique financial needs. He believes that the firm's success is directly related to our client's success. In that regard, he views each of his client relationships as a valued partnership.
He is a Graduate of Southeastern Louisiana University with an M.B.A. and a B.S. in Finance. Luke earned the Financial Services Specialist, FSS designation through The American College and is currently a candidate in Certified Financial Planning (CFP) program. He has also completed level one of the Certified Financial Analyst (CFA) program.
He is a former President of the National Association of Insurance and Financial Advisors (NAIFA) of Greater New Orleans and was named the 2010 NAIFA-Greater New Orleans and 2011 NAIFA-Louisiana New Advisor of the Year.
Luke grew up in Reserve, Louisiana and currently resides in Gonzales with his wife, Kristen and their girls, Olivia, Leah and Katherine. He is involved in his local community where he is a member of St. Theresa of Avila Church, Ascension Chamber of Commerce, East Ascension Rotary, and Ascension Business Connection.