Luke Fargason, CFP®

Mr. Fargason serves as a client advisor and is responsible for the administration and development of various types of trusts, estates and investment management accounts for individuals, families, corporations, and foundations. He began his financial career at Thrivent Financial, a Fortune 500 financial services firm.  Prior to joining Oakworth, he served as a Financial Advisor for Wealth Strategies, where he provided financial planning and wealth management services tailored specifically to the individual needs of each client. He is skilled in building active partnerships, as well as Retirement, Tax, Estate and Protection Strategies.  Mr. Fargason graduated from Auburn University with a Bachelor of Science in Business Administration with a minor in Sustainability.  Mr. Fargason is an avid outdoorsman enjoying hunting, fishing, and spending time at the family farm.  He and his wife and children are active in their community through their involvement in Church of the Highlands.  Mr. Fargason is also an active member of the Rotaract Club of Birmingham.

Education

  • Bachelor of Science in Business Administration with a minor in Sustainability from Auburn University
  • Certified Financial Planner

Core Disciplines