Luke Dauch combines a strong analytical background with a client-focused approach to wealth management. He works closely with individuals, families, and organizations to navigate important financial decisions and help them achieve their long-term financial goals. Through investment research, portfolio analysis, and comprehensive financial planning, Luke develops thoughtful, tailored strategies that reflect each client’s unique circumstances, priorities, and objectives.

Prior to joining Performance Wealth, Luke spent a decade as an investment banker in the Diversified Industries Group at J.P. Morgan. During his tenure, he advised on and executed a broad range of transactions, including mergers and acquisitions, public equity and equity-linked offerings, investment grade and high-yield debt issuances, and bank financings. His M&A experience includes buy-side and sell-side engagements for large public and private companies, as well as corporate carve-outs, cross-border transactions, and business valuations.

Luke earned a B.S. from Northwestern University and a master’s degree from the Northwestern Kellogg Graduate School of Management. While at Northwestern, he was also a member of the varsity baseball and football teams.