Luke Neubauer

Luke Neubauer

Registered Assistant to Eric Pelnar

920-432-7600

920-432-7628

Luke@visioninvestmentplanning.com

Luke made the leap into the financial services industry in 2022 after years of teaching high school mathematics—where he quickly realized that balancing budgets might be easier than convincing teenagers that algebra is useful. As a former basketball and football coach, he knows the importance of strategy, teamwork, and keeping a cool head under pressure—all skills that now help him assist clients in navigating their financial goals.

Luke is committed to making the client experience as smooth and stress-free as possible. Whether it's answering questions, solving problems, or simply being a friendly voice on the other end of the line, he prides himself on providing attentive and efficient service (without the need for a whistle or a chalkboard).

Luke lives in Green Bay with his wife and two kids, who keep him just as busy as his former students. A die-hard Milwaukee Bucks and Green Bay Packers fan, he spends his free time cheering on his teams, hanging out with family and friends, and perfecting his dad-joke game.

Licenses, Registrations and Certifications:

  • Fixed and Variable Life Insurance License
  • Health & Long Term Care Insurance License
  • Series 7, 63, & 65 Securities Registrations