Lou is a Chartered Financial Consultant, Registered Investment Advisor, Certified Estate Planner, and a senior member of our investment management committee.
He began his career by becoming a Registered Representative in 1996. His expertise is working with high net worth Individuals, as well as small to medium-sized businesses. He works with a team of industry professionals to coordinate a complete financial wellness program for his clients. This includes financial planning, wealth accumulation and estate planning, income taxation, life and health insurance, business taxation and planning, investments and retirement planning.
Lou is the father of two daughters, one who was born with a serious heart defect and other complications known as tetralogy of Fallot and DiGeorge syndrome. He donates his time to provide personalized financial planning to families of children with special needs to help them as they plan for their future and their children’s future. His ultimate goal is to teach special needs individuals financial literacy so they are able to function in society as contributors rather than dependents.
Lou was born in Teaneck, New Jersey, and received his undergraduate degree from the University of Rochester, his ChFC (Chartered Financial Consultant) designation from the American College of Financial Services, and his CEP (Certified Estate Planner) designation from the National Institute of Certified Estate Planners.
Lou and his wife, Mia, have lived in the Villages since 2015 where they met the love of their life, their dog, Mia, a 10 yr. old female Chocolate Lab. Together they have two daughters and enjoy spending time with family.