Our Team

After years of collaboration and informal working relationships, Jimbo, Whit & Charles merged their three respective teams to form Luca Partners. With over 150 years of combined financial services and investment experience, our firm was formed to help fulfill the mission of bringing order to the chaos that surrounds a family’s financial planning. By combining practices, Luca Partners has been able to create an enduring firm that is driven by integrity, dedication, and excellence, to provide comprehensive, strategic, and inter-generational planning to families and businesses.

 

Jimbo Huckabee , CFP®, ChFC®, CLU®

Partner and Wealth Management Advisor

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Whit Newton , CFP®

Partner and Wealth Management Advisor

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Charles D. Irvin , CFP®, RICP®, ChFC®, CLU®

Partner and Wealth Management Advisor

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Lindsey Moore , CFP®, RICP®

Associate Wealth Management Advisor

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Michael Overman , CFP®

Associate Wealth Management Advisor

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Jason P. Yuhase , CFP®

Director of Financial Planning

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Emily A. Witzenman

Associate Financial Representative

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William N. Jova II

Director of Investment Management

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Katherine C. Gardiner , CFA®

Director of Wealth Management

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Allyson Ramos

Associate Financial Advisor

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Hanna M. Windberg

Associate Wealth Management Advisor

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Alison Hueschen

Associate Financial Representative

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Lauren Sasser

Associate Financial Representative

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Sasha Buslovich

Marketing Associate

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