ABOUT US
OUR FIRM
At Advisor Financial, we specialize in creating personalized strategies to help you achieve your financial goals with confidence.
Thank you for considering AFS! At our firm, we prioritize building strong, long-lasting relationships through personal connections and a deep understanding of each client's financial goals. We offer a range of services, including wealth management, financial planning, and tax services for individuals. Our wealth management and financial planning services encompass investment management and long-term planning for events such as retirement and college tuition.
For our investment clients, we also provide tax services, including preparation of various types of returns and both short-term and long-term tax planning.
We believe that every client matters, and we are committed to building relationships that deliver both personal attention and professional expertise.
David C. Luck, CPA CFP
Founding Officer
David is a Certified Financial Planner and Certified Public Accountant. As the founder of AFS, he launched the firm to initially provide tax and financial planning services to individuals and small businesses. In the mid-1990s, David recognized the importance of integrating investment decisions with tax planning, which led to the expansion of the firm's services to include investment management. Over the course of his career, David has offered expert guidance in investment, financial planning, and tax preparation to clients across the United States. He has taught at local schools and shared his expertise with individuals, partnerships, corporations, and non-profits. David has also served on various boards, including the Financial Planning Association of Northeastern New York, along with other for-profit and non-profit organizations. He holds a Bachelor's degree in Accounting and a Master's degree in Business Administration with a focus on financial planning.​
On the personal side, Dave is husband to a wonderful wife, father of three young men and active in his fatih. He enjoys pickleball, piloting his Piper Arrow airplane, the outdoors, and spending time with family and friends.
Beth Wills
Administrative Assistant
Beth has had a life long career of caring for people both from an administrative perspective and on the personal side. She is an amazing communicator and skilled in assisting clients to change their problems into opportunities. Her cheerful disposition brightens the room and lifts the spirits of those she meets.
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No matter what the need, Beth will make sure its solved.