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Luke Salzer

Luke Salzer

Client Relationship Specialist


Malvern, PA

Currently second semester senior student at the University of Delaware, majoring in Finance. Interned for Preston Wealth Advisers, and Potomac Wealth Management. Will start career at Vanguard in July 2017.


Potomac Wealth Management

Financial Advisor Assistant

Used financial planning software to develop investment planning scenarios for a client based on their financial wants and needs. Selected strategies to help the client make financial decision decisions, providing an allocation strategy and Monte Carlo simulation to show the statistical chance of the client reaching their goals.

Preston Wealth Advisors

Summer Analyst

Accumulated market data and organized information into spreadsheets for trends that could be used for investment strategies. Also aggregated client fees and transactions to develop a report for reference and analysis.