Luke Britt, CLU® RICP® in

Luke Britt, CLU® RICP®

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Partner at Carr, Riggs & Ingram
📍 Dallas, Texas, United States

Luke Britt is a Partner at Carr, Riggs & Ingram and the Practice Director of Advanced Planning for Level Four Financial. He specializes in creating complex tax, estate, and business succession plans for ultra-high-net-worth families and holds a Certified Exit Planning Advisor designation.

For three consecutive years, Forbes has named him a Best-in-State Top Financial Security Professional, ranking him #7 in Texas.

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Experience
16 Years
Current Role
Partner
Job Level
Mid-senior
Location
Dallas, Texas, United States
Personality Overview

How Luke shows up

Communication Style
Decision Approach
Work Preference

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Priorities

Topics Luke cares about

Integrated Estate Planning
He authored a Forbes article on a better approach to estate planning, a core focus of his practice for high-net-worth families and business owners.
Business Exit Planning
As a Certified Exit Planning Advisor (CEPA), he specializes in creating sophisticated exit and succession strategies for owners of closely held businesses.
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Career

Work history

2-2022
Partner
Carr, Riggs & Ingram
1-2021
Practice Director - Advanced Planning
Level Four Financial
7-2016
Practice Director, Director of Advanced Planning
Level Four Financial
7-2016
Wealth Advisor
Level Four Financial
1-2012 - 8-2016
Owner & Financial Advisor
Assured Income Advisors
In the press

Media appearances

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Education
2003 - 2008
BA
Criswell College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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