Luke Britt, CLU® RICP®AEP®
Login to view DISC.Luke Britt is a Partner at Carr, Riggs & Ingram and leads the Advanced Planning Practice for Level Four Financial. A nationally-recognized expert in estate and business succession planning for high-net-worth families, he holds a Certified Exit Planning Advisor designation and a BA from Criswell College.
Outside of his direct client work, Luke is passionate about thought leadership and has authored articles for Forbes on innovative estate planning approaches. He frequently posts about the importance of protecting company culture, which he views as a fragile and critical asset for any successful business.
For three years in a row, Forbes has recognized him as a top Financial Security Professional, ranking him #7 in Texas.
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