Our Team

Partners

Luke Turner

Partner, CFP®, CEPA®

Luke is a founding partner at JL Strategic Wealth. Luke’s expertise is in guiding clients through family dynamics, generational planning, and business liquidation events. He prides himself on being a true partner for clients, helping them navigate the complexities brought on through success.

Jacob Turner

Partner
Jacob is a founding partner at JL Strategic Wealth. Jacob’s experience as a former Major League Baseball player provides him a unique understanding of the challenges individuals and families face in creating and sustaining wealth. With first-person knowledge on how to build out sustainable lifestyles that offer long-term security, Jacob leverages the insights he has gained as an elite athlete to better counsel his clients on their unique life cycles.

INVESTMENT COMMITTEE POWERED BY BUCKINGHAM STRATEGIC PARTNERS

JL Strategic Wealth’s investment committee is powered by Buckingham Strategic Partners. This
partnership provides investment insights from nationally recognized thought leaders. JL
Strategic Wealth builds portfolios through an evidence-based approach.

Jared Kizer

Chief Investment Officer Buckingham Wealth Partners, CFA®

LarRy Swedroe

Chief Research Officer Buckingham Wealth Partners

Kevin Grogan

Director of Investment Strategy Buckingham Wealth Partners, CFA®, CFP®

Sheldon McFarland

VP Portfolio Strategy and Research Buckingham Wealth Partners

Jonathan Scheid

Managing Director Solutions Buckingham Wealth Partners, CFA®, AIF®

JL Strategic Wealth has aligned with world-class investments and solutions providers for our
clients. Listed below are some of our strategic partners. This is not an exclusive list of the
strategic partners that help to support JL Strategic Wealth and our clients.