Founder & President

Louis’ clients are public company executives and retirees. With a focus on long-term goals, he has guided them through many market cycles, including the pandemic of 2020.

The cornerstone of his relationships is built on valued advice.

He uses a process called the 2nd Opinion Service because its the way he would like to be approached as a prospective client. Louis feels “The process would allow me to get to know the advisor in a short period of time without a big commitment up front”.

Louis started in the financial services business in 1988. After many years of working with various brokerage firms and insurance companies, he started his own firm with an established client base in 2015.

Louis’ designation as a CERTIFIED FINANCIAL PLANNER™ (CFP®) indicates that he has achieved a level of education, experience, and ethics requirements his clients value. The CFP® designation requires that Louis act in the best financial interest of his clients.

Louis and his wife Michelle live in the Philadelphia suburbs and lead active lives. After raising their two children, they look forward to spending more of their free time traveling.