Louis is our Director of Financial Planning and one of the firm’s founders. Louis spends most of his time working directly with clients, applying his more than 28 years of experience with investment management, wealth planning and financial planning. Louis is a Certified Financial Planner (CFP®), a Chartered Life Underwriter (CLU) and a Chartered Financial Consultant (ChFC). He also holds a Masters in Business Administration and a Masters of Science in Financial Services. Louis is Ironman triathlete and has hiked all of the 46 high peaks, which makes him an ADK 46er. Louis has more than 100 high peak summits and is currently working to become a “Winter” 46er (Summiting all