Luke McClain Earns His CFP® Designation
We’re thrilled to share some exciting news – Luke McClain, Director of Marketing at Rhame & Gorrell Wealth Management, has officially earned his CERTIFIED FINANCIAL PLANNER™ (CFP®) designation! This significant milestone reflects Luke’s hard work, dedication, and commitment to professional growth, and we couldn’t be more proud.
Luke’s journey is a testament to our firm’s mission of excellence and continued development. After graduating from Texas A&M University with a degree in Finance and a minor in Financial Planning, Luke quickly demonstrated his commitment to deepening his expertise. He passed the CFP® exam just three months after graduation and, having recently completed the experience requirement, now officially holds the designation. Earning the CFP® credential — a gold standard in financial planning — showcases his drive to expand his knowledge and bring greater value to our firm and clients.
Beyond his achievements in financial planning, Luke’s unique skill set combines finance and creativity. He has an impressive background in video production, managing video campaigns that connect with audiences while delivering high-level strategies. At Rhame & Gorrell, he seamlessly integrates this creative talent with financial acumen to help communicate our vision and support the firm’s growth trajectory.
Luke’s accomplishment reflects not only his personal ambition but also the culture we’re building at Rhame & Gorrell Wealth Management – a culture where continued learning, innovation, and excellence drive our success. His achievement inspires us all as we work toward our shared goal of delivering best-in-class service to our clients.
Please join us in congratulating Luke McClain, CFP®! This is a proud moment for Luke and for all of us at Rhame & Gorrell. His success is our success, and we look forward to even greater milestones ahead!
Need Some Help?
If you’d like some help from one of our CPAs or CERTIFIED FINANCIAL PLANNER (CFP®) advisors regarding this strategy and how it applies to you, the Rhame & Gorrell Wealth Management team is here to help.
Our experienced Wealth Managers facilitate our entire suite of services including financial planning, investment management, tax optimization, estate planning, and more to our valued clients.
Feel free to contact us at (832) 789-1100, [email protected], or click the button below to schedule your complimentary consultation today.
IMPORTANT DISCLOSURES:
Corporate benefits may change at any point in time. Be sure to consult with human resources and review Summary Plan Description(s) before implementing any strategy discussed herein.Rhame & Gorrell Wealth Management, LLC (“RGWM”) is an SEC registered investment adviser with its principal place of business in the State of Texas. Registration as an investment adviser is not an endorsement by securities regulators and does not imply that RGWM has attained a certain level of skill, training, or ability. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own CPA or tax professional before engaging in any transaction. The effectiveness of any of the strategies described will depend on your individual situation and should not be construed as personalized investment advice. Past performance may not be indicative of future results and does not guarantee future positive returns.
For additional information about RGWM, including fees and services, send for our Firm Disclosure Brochures as set forth on Form ADV Part 2A and Part 3 by contacting the Firm directly. You can also access our Firm Brochures at www.adviserinfo.sec.gov. Please read the disclosure brochures carefully before you invest or send money.
