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Luke O

Series 65, Series 63

Enumclaw, WA

Mass Mutual Investors Services

Luke Olney is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 designations and eight years of industry experience. He previously worked at Mutual of Omaha Insurance Company and Mutual of Omaha Investor Services for six years. Olney is also the owner of American Heritage Life Corporation, an outside insurance business focusing on life, disability, long-term care, fixed annuities, and health and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to deliver tailored recommendations without discretionary authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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