Skip to main content

Luca Partners Team

"Beginning the moment I was introduced to Whit and his talented team over 10 years ago, they have always centered the paramount interest of my family’s well-being and goals into every interaction. I trust 100% of our family’s assets into their care with full confidence there is an entire team committed to our mutual success!"

- Nelson Powell, Client, Commercial Banker

The testimonials presented may not be representative of the experience of all clients and are not a guarantee of future performance or success.

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, Luca was formed to help fulfill the mission of bringing order to the chaos that surrounds a family’s financial planning. By merging 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 Private Wealth Advisor

Whit Newton CFP®

Partner and Private Wealth Advisor

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

Partner and Private Wealth Advisor

Ainslee Conrad

Financial Planning Assistant

Hailey Gough

Operations Assistant

Frank A. Jennings IVJ.D., CFP®

Planning Manager

Ali Jeter

Financial Planning Assistant

William N. Jova II

Director of Investment Management and Private Wealth Advisor

Triin Mills

Practice Manager

Lindsey Moore CFP®, RICP®

Director of Operations

Michael Overman CFP®

Private Wealth Advisor

Eric J. Radwin

Insurance Operations Specialist

Hanna M. Rickfelder

Investment Operations Coordinator

Lauren Sasser

Insurance Operations Specialist

Emily A. Witzenman

Director of Insurance Services

Amalea Zegarzewski CFP®

Private Wealth Advisor

Kevin Zegel

Research Analyst