Luke Kimmich

Examiner
DISC Type : cs

Wealth Associate at Confluence Financial Partners

Murrysville, Pennsylvania, United States

Overview

Luke Kimmich is a Wealth Associate at Confluence Financial Partners, having advanced from an intern role within the firm. He is a finance graduate from Grove City College and holds a Microsoft Office Specialist certification in Excel, applying his analytical skills to support wealth management strategies for clients.

An accomplished multi-sport athlete in college, Luke played varsity soccer and golf, serving as the soccer team captain. His leadership and dedication were recognized with multiple awards. He is also actively involved in his community, supporting organizations like the Sarah Heinz House.

Unique fact: Luke was a finalist for the Senior Man of the Year at his college, the highest honor a graduate can receive for leadership and service.

Personality Overview

Late Adopter

Unexpressive

Tough To Convince

They do not like taking risks at all and go for proven options in the end.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Topics They Care About

Wealth Management
As a Wealth Associate at Confluence Financial Partners, he is directly involved in the financial planning and investment services industry.
Collegiate Athletics
Was a decorated, two-sport athlete in both soccer and golf at Grove City College, earning awards for his leadership and performance.
Team Leadership
Served as the captain for his college soccer team and received the David Henson Memorial Award, which recognizes leadership, dedication, and inspiration.

Media Appearances

Luke Kimmich – Wealth Associate, Confluence Financial Partners. Featured in Confluence Financial Partners

See Now

Work History

1-2026
Wealth Associate at Confluence Financial Partners
6-2023 - 6-2025
Wealth Intern at Confluence Financial Partners
8-2022 - 5-2025
Sports Management Department at Grove City College

Education

2021 - 2025
Bachelor of Science - BS from Grove City College
High School Diploma from Franklin Regional Senior High School

More Information

Social Presence :

Prographics :

Exp : 2 Location : Murrysville, Pennsylvania, United States Job Level : N/A Designation : Wealth Associate at Confluence Financial Partners
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Insights For Selling To Luke

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Ask them which other stakeholders would be important for this purchase decision
  • First of all, focus on building their confidence by sharing examples, case studies etc.

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't rely on relationship building even if they act pleasantly
  • Don't be very accepting if that is your natural style, stay firm

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Luke is

  • Adoption by others is very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Luke

  • They don’t say no often, they push out the decisions or keep going around in circles.

Insights For Deal Planning

    How fast (or slow) will Luke move?

  • They don't like to hasten, so their speed of decision-making may be slow.
  • Can Luke take some risk or not?

  • They have little willingness to take risks, and prefer making calculated decisions.

You And Luke

Personality Compatibility


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