Luke Andrus

Luke Andrus

Curious about markets.
Committed to people.

I’m a financial economics student at BYU–Idaho, graduating in December 2026. I’m seeking client advisory and portfolio management roles at a fee-only RIA.

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Luke Andrus
San Francisco Bay AreaBYU–Idaho · December 2026Explore my background

01 / Perspective

Understanding the person behind the plan.

I chose financial advising because I enjoy helping people understand their options and reach their goals. I believe the fee-only RIA model aligns an advisor’s incentives more closely with a family’s goals. No model removes every conflict, but this structure can reduce them and make them easier to identify.

I bring experience in family-office planning, financial planning, and client-facing tax preparation. I’m building the technical judgment to support an advisory team, listen closely, and distill financial information into clear next steps.

02 / Experience

My solid foundation.

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April – August 2026Houston, TX

Paul Comstock Partners

Financial Planning Intern · Family Office

  • Ran SQL queries across 200+ client asset allocations to surface year-to-date realized gains for tax-efficient recommendations.
  • Audited and corrected fee schedules and AUM data across 100+ client accounts in the CRM, improving billing accuracy.
  • Compiled and vetted 20+ quarterly client reports, cutting analyst turnaround time.

2025 & 2026 tax seasonsRexburg, ID

H&R Block

Tax Specialist

  • Prepared individual returns for 75+ clients, maximizing available deductions and credits.
  • Explained tax concepts and return implications to clients in plain language.
  • Cross-referenced IRS publications and the tax code to ensure compliant filings.

June – August 2025Walnut Creek, CA

Archvest Wealth Advisors

Financial Planning Intern

  • Migrated 100+ client financial plans from MoneyGuidePro to RightCapital.
  • Developed a standardized workflow that reduced average migration time per plan.
  • Collaborated daily with senior advisors to ensure data accuracy and maintain compliance.

03 / Education

Intentional learning.

Brigham Young University–Idaho

B.S. Financial Economics
CFP Board–approved Financial Planning Minor

Graduation · December 2026

Selected coursework

Investment Analysis, Financial Planning, Income Taxation, Risk Management, Estate Planning, and Psychology of Financial Planning.

Professional development

  • Series 65 examPassed · November 2024
  • eMoney CertifiedFebruary 2026
  • Holistiplan CertifiedNovember 2025
  • CFP® certificationExam anticipated · March 2027
  • Enrolled AgentIn progress
    Exam anticipated December 2026
Tools & platforms

Excel · eMoney · RightCapital · MoneyGuidePro · Riskalyze (Nitrogen) · SQL

Beyond the classroom

Helping others move forward.

Student leadership

Wealth Management Society

As Marketing Lead, I mentor students through an eMoney financial-planning case study and support recurring Wealth Management Society meetings.

Project in progress

Chrematic: budgeting for students

I’m building a privacy-first iPhone budgeting app that keeps your finances on your phone. It imports bank exports, sorts spending with an on-device model, and turns transactions into a visual money story: where it came from, where it went, and what was left.