As a former publisher and corporate executive, Lou and his family have experienced the value of this firm's uncommon approach to comprehensive financial planning. Lou’s goal at Opus Private Client, LLC is to introduce his clients to that same personal CFO philosophy and help organize and design strategies to meet their individual goals. Although no one can predict the future, the team, coupled with Lou’s strong knowledge of the marketplace, allows for objective analysis and creative strategies for his clients.
Lou believes that his unsurpassed relationship skills help him build and maintain a valuable place in his clients’ lives. He has been recognized within the industry for the quality of his planning as well as for the success he achieved during his transition into financial services.
Lou is a husband of 40+ years and has two sons. He also shares his home with two English bulldogs. In his leisure time, Lou enjoys fishing, golfing, and traveling to enjoy both of those pastimes.
Education and Training:
Miami University, B.A.
Oxford
Series 7 Registered
Series 66 Registered