As our Wealth Management Advisor, Lou actually considers himself more of a "solution provider" at the firm. "That's what I really do work with and coach our advisors to help them set goals and objectives with their clients and then find the solutions that will accomplish those objectives," says Lou. Also, working as a liaison between our service providers and advisors, he assesses whether those solutions are the correct fit and provides accountability.
An avid sports fan, Lou loves healthy competition. He's coached soccer for the past 23 years and played in a local adult hockey league. Happily married almost three decades, Lou loves spending time with his four children as well as hiking, biking, is active in his church and loves both the Carolina mountains and beaches.