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Luke Britt

CLU® , RICP®,  CEPA® 

Practice Director, Advanced Planning & Business Solutions
Luke Britt is the Practice Director of Advanced Planning. Luke creates sophisticated, custom strategies to solve complex issues for high-net-worth families and business owners across the country. Luke’s practice focuses on wealth transfer solutions that minimize or eliminate gift and estate taxes, as well as exit and succession planning for closely held businesses.

Dallas

12400 Coit Road, Suite 700
DallasTexas 75251