Summary
Overview
Work History
Education
Skills
Certification
Timeline
Awards
Generic
Samuel Luker

Samuel Luker

Lacey,WA

Summary

Financial professional with deep expertise in investment strategies, risk management, leadership, and client relationship-building. Known for effective communication, sound judgement, and collaborative approach to achieving clients' goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in active listening, problem-solving, and conflict resolution. Passionate about transitioning into law enforcement, with a goal to support and uplift communities through trust and accountability. Focused on contributing to an organization that values Integrity, clear communication and a sense of purpose.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Financial Advisor

First Command Financial Services Inc.
09.2023 - Current

Serving as a Financial Advisor at First Command Financial Services involves guiding clients through complex financial decisions and helping them achieve their financial goals. This role requires a deep understanding of clients goals and the ability to communicate effectively with clients to build trust. Developing personalized financial plans and providing ongoing support ensures that clients stay on track with their financial objectives. The position also emphasizes continuous learning to adapt to changing market conditions and client needs.

  • Created customized financial plans that mitigate risk exposure while still achieving individual client goals
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios
  • Participated in ongoing training to remain current with financial regulations and best practices that resulted in 100% of regulatory inspections
  • Established new client relationship through marketing and networking event
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.

Platoon Sergeant

U.S. Army
11.2022 - 09.2023
  • Trained, supervised and organized over 15 Soldiers
  • Collaborated with fellow NCOs to refine unit standard operation procedures, resulting in improved mission outcomes and increasing Soldier proficiency by 20%
  • Promoted safety awareness within the platoon, significantly reducing accidents during training exercises and deployments.
  • Maintained 100% accountability and operational readiness of equipment valued at over $10 million.
  • Enforced Army standards of discipline, performance, and appearance, resolving personnel and administrative issues proactively resulting in lowest Platoon disciplinary action in unit.
  • Resolved 3 equal opportunity complaints while assigned as Equal Opportunity Leader
  • Fostered trust and empathy within Platoon that lead to three Soldiers receiving intervention when threatened with suicide idealizations
  • Fostered community trust and engagement by leading units in proactive community policing initiatives, including unit security, conflict mediation, and collaborative problem-solving with subordinate units

Section Leader

US Army
10.2020 - 11.2022
  • Mentored junior staff members, contributing to their professional growth while enhancing team performance overall.
  • Delegated tasks appropriately to ensure optimal utilization of team member skills and capabilities.
  • Adapted quickly to changing circumstances or unforeseen obstacles encountered during mission execution, demonstrating resilience under pressure while continuing forward momentum towards achieving desired outcomes.
  • Collaborated with unit leadership to develop strategic plans that aligned with company objectives.
  • Addressed conflicts within the team professionally, seeking resolutions that supported both individual needs and overall organizational success.

Section Leader

U.S. Army
05.2018 - 10.2020
  • Led and supervised a squad of 9–12 Soldiers, ensuring mission readiness, discipline, and professional development through fairness, dignity and respect
  • Planned and executed individual and collective training focused on Warrior Tasks, battle drills, and MOS-specific skills resulted in 32% increase in squad fitness level
  • Provided tactical guidance and leadership during offensive, defensive, and stability operations resulting in 100% survival rate through theater of operations (2019-2020)
  • De-escalated tense section interactions, maintaining a positive unit image and team cohesion
  • Served as primary instructor and mentor for junior Soldiers; developed future leaders through Equal Opportunity and resiliency coaching and evaluation
  • Conducted thorough after-action reviews following each operation to identify areas for improvement and implement necessary changes
  • Maintained detailed and accurate records of test results, urine specimen custody, and chain of custody documentation, Resulted in five Soldiers receiving judicial punishment

Team Leader

U.S. Army
05.2017 - 05.2018
  • Developed courses of action for section-size element while operating at 50% personnel strength, resulted in 100% mission success
  • Empowered team members by delegating responsibilities according to individual strengths and areas of expertise
  • Supervised and mentored junior personnel, fostering leadership development accountability and trust
  • Fostered personal and professional development through verbal and written counseling sessions
  • Maintained accountability and operational readiness of equipment valued at over $2 Million
  • Enforced standards of discipline, appearance, and performance; in reference to Army regulation and Unit standard operating procedures

Mk-19 Gunner

U.S. Army
08.2014 - 05.2017
  • Conducted reconnaissance, surveillance, and target acquisition operations to support combat missions and inform command decisions
  • Operated and maintained advanced communications, navigational, and weapons systems in high-pressure environments
  • Assessed terrain and enemy activity to produce actionable intelligence and route analysis for maneuver elements to eliminate platoon size elements
  • Led and trained scout teams in tactical movement, security operations, and battlefield reporting procedures
  • Executed mounted and dismounted patrols, observation post operations, and route clearance missions
  • Established security positions and communication networks within unit to enhance unit lethality

Education

Associate of Science - Professional Studies

Trident University International
Cypress, CA
06-2022

Skills

  • Leadership
  • Analytical reasoning
  • Effective Communication
  • Problem resolution
  • Risk mitigation

Certification

  • Series 7 License - 2023
  • Series 66 License - 2023
  • Washington state Health & Life Insurance License

Timeline

Financial Advisor

First Command Financial Services Inc.
09.2023 - Current

Platoon Sergeant

U.S. Army
11.2022 - 09.2023

Section Leader

US Army
10.2020 - 11.2022

Section Leader

U.S. Army
05.2018 - 10.2020

Team Leader

U.S. Army
05.2017 - 05.2018

Mk-19 Gunner

U.S. Army
08.2014 - 05.2017

Associate of Science - Professional Studies

Trident University International

Awards

Combat Action Badge, Air Assault Badge, Army Commendation Medal with Combat Device, Army Commendation Medal Second Award, Army Achievement Award Fourth Award , Army Good Conduct Medal Third Award, National Defense Service Medal, Global War on Terrorism Service Medal, Non-Commissioned Officer Professional Development Ribbon Second Award, Army Service Ribbon, Overseas Service Ribbon Second Award, Inherent Resolve Campaign Medal with Campaign Star.