By Donald Albach and Michael Russo
Millstone Financial Group is proud to introduce Luke Lino as the newest member of our team. Luke brings fresh energy and a wealth of knowledge to the firm, specializing in comprehensive retirement planning and helping clients navigate every stage of their financial journey.
Luke’s deep experience and skill spans wealth management, Social Security strategies, income planning, and legacy planning. With a client-focused approach and a passion for building lasting relationships, Luke perfectly aligns with Millstone Financial Group’s commitment to putting people first.
“We are thrilled to welcome Luke Lino to the Millstone Financial Group family,” said Don Albach, President at Millstone Financial Group. Luke’s local roots, combined with his expertise and passion for client success, make him an invaluable asset to our team.”
About Luke Lino
Luke began his career in finance while studying at The College of New Jersey, where he trained with Northwestern Mutual for three years. His talent and dedication earned him recognition among the top 10% of first-year advisors, setting the foundation for a successful career in retirement planning.
Luke’s commitment to his clients stems from his upbringing in a close-knit Italian family, which taught him the importance of trust and strong relationships. These values continue to inspire his work today. Outside the office, Luke enjoys spending time at the beach, playing basketball, and exploring the underwater world as a certified scuba diver—a hobby that once had him rescuing his father on a dive.
Joining Millstone Financial Group
In his new role, Luke will focus on developing personalized retirement distribution strategies and helping clients plan for a stable and fulfilling future. His proficiency and enthusiasm will further strengthen Millstone Financial Group’s ability to deliver tailored solutions to every client.
Mike Russo, Chief Financial Officer added, “We are excited to welcome Luke Lino to Millstone Financial Group as our newest Financial Advisor. Luke brings expertise and a client focused approach that aligns perfectly with our mission to provide personalized financial and retirement guidance. His passion for helping individuals and families achieve their financial goals make him a valuable addition to our firm.”
For more information about Millstone Financial Group and our services, please visit millstonefinancial.net or contact [email protected].
Advisory services are offered through Millstone Financial Group Limited Liability Company, a Registered Investment Advisor in the State of New Jersey. Insurance products and services are offered through Millstone Financial Group Limited Liability Company. Millstone Financial Group Limited Liability Company is not affiliated with or endorsed by the Social Security Administration or any government agency.
All material discussed is for informational purposes only. Opinions expressed are solely those of Millstone Financial Group Limited Liability Company and staff. All topics covered are believed to be from reliable sources; however, Millstone Financial Group Limited Liability Company makes no representations as to its accuracy or completeness. Investing involves risk including the loss of principle.
This article shall in no way be construed as a solicitation to sell securities or investment advisory services to residents of any state other than New Jersey, or where otherwise permitted. All information and ideas should be discussed in detail with your individual adviser prior to implementation.
This material is intended to provide general financial education and is not written or intended as tax or legal advice. Individuals are encouraged to seek advice from their own tax or legal counsel.
