Lead Financial Advisor

Louie's Bio

After watching his parents lose their house due to bad financial advice, Louie developed a simple mission: to prevent others from facing similar hardships. Today, he is a seasoned professional committed to helping people take control of their retirement. Since joining Strategic Wealth Designers in 2021, he has worked hard to empower clients to live with a higher degree of confidence by utilizing robust financial strategies tailored to their unique needs.

Before joining SWD, Louie gained a wealth of industry experience in various positions, including pivotal roles as a financial advisor for Vanguard and Wells Fargo. During his three-year tenure with Wells Fargo Advisors, he served on the board of directors, honing his skills in strategy and communication. This invaluable experience has propelled him to become a top team member at SWD, aiding countless individuals in navigating their journey to and through retirement.

Louie attended Southern Illinois University. He holds annuity, life and health insurance licenses and has passed the SIE, Series 63, Series 65 and Series 7 securities exams. He has been featured on the local CBS news station.

Louie lives in Charlotte with his wife, Abby, a dietitian, and their cat, Hercules. They also foster animals on a regular basis. When not advising clients or fostering pets, Louie relishes attending baseball games with Abby, hiking, boating and exploring beautiful locales.