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wealth redefined

What's Your Definition?

If you can define it, we can can help you design it.

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Our Difference

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OUR Services

 
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OUr PROCESS

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OUR FEES

One Simple Fee Aligned With Your Bottom Line 

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(includes both ongoing financial planning & asset management)

Not what you're looking for but still want to work with Vault? Contact us to learn more about our stand alone investment and financial planning services.

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our TEAM

We love people and want to see them lead impactful lives, and for the world to know they were here.  We believe that how people relate to and use their money will greatly impact the influence of their life story.  We would love the opportunity to learn more about what you want your story to say! In the meantime, here is a little about us.

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Luke Milholland, CFP®,ChFC®,CLU®

Luke is the founder of Vault Wealth Strategies and is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®).  He loves business and enjoys working with those with an entrepreneurial spirit.

He is passionate about helping people relate to their money in a positive and more meaningful way, and to see them align their finances with what they truly value.  

He is married to Whitney and they have 4 kids: Jax, Truman, Selah (in heaven), and Rayna.  They are active in their church community and have a passion to help family units thrive. 

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Hosanna Morris

Hosanna manages the day to day operations of the firm, and is passionate about helping create generational impact. Her professionalism and attention to detail is a huge blessing to our firm and clients. 

Hosanna loves seeing people succeed with their finances and is very active in giving back through community involvement and non-profit work.  

Her family's non-profit, Shoe the World, provides shoes to underprivileged children in Venezuela and partners with local churches to provide employment for single-income families. 

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Craig Wilson

Craig works with clients to develop their personal financial plans.  His unique approach of combining his experience as a Lean Six Sigma Greenbelt with actionable financial concepts helps clients achieve their goals with confidence & efficiency. 

Craig approaches his work with a missional zeal, and is passionate about financial literacy and helping clients steward their finances well.

He and his wife, Kat, have 3 kids: Mason, Janie, & Garrison.  They love kids and are very involved with the children's ministry at their church. 

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