Team

How We Work

Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Luke MacDonald

Assistant

(406) 727-8151

(406) 216-2303

luke@keystoneplanningmt.com

Luke MacDonald has been an assistant with KeyStone Planning Group for three years. He is licensed in life and health insurance, completed the LUTCF designation and is a Certified College Planning Specialist.

As a native Montanan he brings home town values to his clients, while providing them with refined world knowledge. Luke received his Bachelor’s degree from Oklahoma State and after obtaining his Master degree from Manhattan School of Music, he worked in New York as an orchestral musician for multiple orchestras, including the New York Philharmonic. Luke served his country in the US Army for 7 years on the staff at the United States Military academy at West Point.

After his extensive travels, Luke and his wife decided to move back to Montana to be closer to family and enjoy spending time with their two beautiful daughters.