Louis is a financial and investment advisor working directly with clients. Louis has more than 20 years of experience with estate and wealth planning, investment management, executive benefit planning and sophisticated life insurance planning.
Prior to joining the firm, Louis worked in the aluminum industry and served as an Infantry Officer in the 82nd Airborne Division. Louis’ passion for financial planning and investments led him to write his MBA thesis on “Investment Strategies” and working on his CFP® Accreditation before entering the financial industry.
Louis is a Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). He also has an MBA and a Masters of Science in Financial Services.
Louis is an Ironman triathlete, ultra-marathoner, and ADK 46er. He is active in his local Boy Scout Troop, Church and Aid for Friends (providing meals for isolated home bound individuals). Louis and his wife live in Bucks County Pennsylvania with their two sons.