Luke Heynen

949-508-2616

Luke Heynen joined the financial services industry in 2022 after a single day shadowing his father sparked a passion for helping others achieve their financial goals. What began as a firsthand look into the profession quickly became the foundation for a career dedicated to wealth planning and client service.

Today, Luke serves as a Wealth Planning Associate and is a member of TSG Wealth Management’s Advanced Planning Team, where he works alongside advisors to develop comprehensive wealth planning strategies for individuals and families. Prior to his current role, Luke served as a Registered Client Associate, building a strong foundation in client service, operational excellence, and investment support. He holds the SIE, Series 7, and Series 66 registrations.

Luke enjoys helping clients navigate the complexities of their financial lives while continually expanding his knowledge of investment planning, tax-efficient strategies, estate planning, and advanced wealth planning solutions. He is motivated by the opportunity to make a meaningful impact and values the collaborative environment that defines TSG’s culture. The firm’s commitment to teamwork and putting clients first has played an important role in his professional growth.

Born in Long Beach, California, Luke has always been driven by competition and teamwork. While he once aspired to become a professional athlete, rugby remains one of his greatest passions. His collegiate career earned him First Team All-Conference honors and recognition as one of the top Division I Loose Forwards in 2022. The sport has also taken him around the world, with matches in the Czech Republic, Slovakia, Hungary, Portugal, Spain, England, and Scotland.

Outside the office, Luke enjoys traveling, snowboarding, and following USA Rugby and the New England Patriots. Portugal and Prague, Czech Republic, rank among his favorite destinations, and he continues to embrace opportunities that challenge him both personally and professionally.