An experienced and highly qualified financial professional, Lou has owned and operated a successful Arizona based accounting firm since 2005. Prior to this endeavor he was a senior auditor for a large national accounting firm, a financial analyst with a boutique investment bank, and a financial controller for a large for-profit healthcare system.
Knowledgeable in financial matters from both a tax and business perspective, Lou helps clients achieve their financial goals both during their working years and throughout retirement.
Lou graduated Cum Laude with a BBA from the University of San Diego. He is a licensed CPA, a Series 65 licensed Financial Advisor, and is licensed in Life, Health and Disability Insurance.
An outdoor enthusiast, Lou enjoys hiking and golfing when the Arizona weather permits. A huge sports fan, he now watches all the sports he used to play, from the sidelines. He and wife Marie have two adult children and recently became grandparents.