For over 20 years, Louis has been helping individuals and their families maximize their personal and financial wealth. He is a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter (CLU) and a Registered Employee Benefits Consultant (REBC).
Louis represents a third generation within the insurance industry and respects the principles of hard work, honesty, loyalty, and dedication. He builds a relationship with each client to gain a better understanding of what is important to them, their goals and values. This foundation serves as a guide in aligning money decisions with what is important in clients’ lives, and in making sound financial decisions for their future.
Prior to joining North Pointe Wealth Management, Louis spent fifteen years as a Senior Advisor with AspenCross Financial Group, member of The John Hancock Financial Network before founding his own firm, Whitetail Wealth Management in 2009. Louis is a member of the National Association of Insurance and Financial Advisors, the Million Dollar Round Table, as well as a current member and past President of the Society of Financial Service Professionals.
Louis is a role model for his clients and colleagues with his commitment to both his family and his progressively evolving career as a financial consultant. Besides his business schedule, he is an active outdoorsman and sports enthusiast. He enjoys spending time with his wife, Cheryl and their two children Danielle and Curtis.
Investment products and services and fee-based advisory services are only available to residents of: Arizona, Connecticut, Florida, Massachusetts, and New Hampshire