Jeff Lukowiak is Managing Partner and a Financial Planner at Wealth by Design PNW. Jeff’s primary areas of responsibility are defining the client experience as well as proactively implementing financial planning strategies that help clients toward accomplishing their financial goals.
As a retired military officer, Jeff calls on his leadership skills to set the strategic direction of the practice. This includes training, motivating and coordinating the efforts of the entire team to produce at the level of quality and service clients have come to appreciate and rely upon for confident decision making. Jeff continuously develops strategic alliances that seek to compliment the suite of services provided at Wealth by Design PNW. Continuing to secure new alliances allows the practice to help more people while at the same time continue to allow Wealth by Design PNW to grow in size, scope and capacity by adding more team members which in turn enhance their client service model.
Prior to joining the financial industry, Jeff dedicated 22 years to the US Coast Guard, serving as Special Agent for the Coast Guard Investigative Service. He planned and directed many time-sensitive and high- profile criminal investigations of illegal acts against the United States, under the jurisdiction of the US Coast Guard, Department of Transportation, FBI Joint Terrorism Task Force and Department of Homeland Security within the USA and abroad. Jeff ended his career and retired as the Resident Agent in Charge of the Portland, OR Field Office.
Jeff is passionate about serving his community and is a former board member of the Camas Educational Foundation, and Camas Citizens for Quality Schools. He has a Bachelor’s Degree in Management. Jeff and Karen, his wife of over 20 years make Camas, WA their home. They have 2 children, Jenna and Hayden. In his spare time, Jeff enjoys playing and coaching Soccer, Skiing and Camping.