Luke McKee, CFP®

Luke McKee, CFP®, serves as an Associate Advisor at 323 Wealth Management, bringing more than a decade of experience in banking, credit analysis, and multi-entity accounting. Before joining the firm, Luke supported a high‑net‑worth business owner as a senior accountant managing over 40 entities across diverse industries and previously advanced through multiple roles at Happy State Bank, where he led credit analysis, process improvement projects, and helped implement the SBA Paycheck Protection Program forgiveness process.

 

Luke is passionate about helping individuals and families make wise, values-based financial decisions and has served as a financial coach and stewardship ministry leader. Luke grew up in Flower Mound and has lived in the DFW Metroplex his entire life. He and his wife are raising their three children in the community. He holds the CERTIFIED FINANCIAL PLANNER™ designation and earned his BBA in Financial Services & Planning and Entrepreneurship from Baylor University.