Minnesota native Christian Gen-Xer. Pragmatic Vikings and Hawkeyes fan (but we don't hate the Cyclones). Grew up in a small town with no stoplights listening to classic rock and country music. Spent a few years throwing things in the artillery division in track and field through high school and college and picked up some hardware along the way. Married to Tona with 4 kids, 2 dogs, and a cat. Hobbies include my kids' activities, manning the grill, fishing, comedy movies, and coaching track (artillery division) at Van Meter.
- President, Chief Compliance Officer, and Investment Adviser Representative of Ashland Advisors
- Certified Public Accountant (CPA) and Certified Management Accountant (CMA)
- Bachelor's & Master's in Accounting (tax emphasis) Auburn University
- Master's in Finance & Economics West Texas A&M University
- MBA in Finance University of Iowa
- Bachelor's in International Management & Spanish Gustavus Adolphus College
History of Ashland Advisors PLLC
If you don’t like accounting, I can relate. I wasn't originally a fan myself, and changed majors at Gustavus to get out of accounting classes (see My Great Escape from Accounting in the blog). After a few years in the business world, I saw the value of understanding the numbers behind the business so went back to school for a second bachelor's degree in accounting. After I graduated, I passed the CPA exam and started Ashland Advisors as an income tax business in 2018. In 2023, the firm became a Registered Investment Adviser and now offers both income tax services and fee-only fiduciary financial planning.
What's with the name?
When I went back to school for accounting, we lived on Ashland Parkway and I liked the double vowels. I'd always planned to add financial planning services so wanted a name that fit the business plan. The colors and font match Auburn University, and the initials match Auburn Accounting. The double diamonds come from a process model of exploring an issue in detail and then taking focused action, which is how I approach taxes and finances. The stacked diamond design is simple and symmetrical, and in true accountant fashion I designed it myself in Excel.
ASHLAND ADVISORS, PLLC
Luke Speltz CPA, CMA | 5235 Bulldog Avenue | Van Meter, Iowa
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Ashland Advisors PLLC is a registered investment adviser offering advisory services in the State of Iowa and in other jurisdictions where exempted.