Our 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, Commercial Banker

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 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®

Associate Wealth Management Advisor

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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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Lauren Sasser

Associate Financial Representative

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Sasha Buslovich

Marketing Associate

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