AspireWealth Planners is committed to helping individuals grow and preserve their wealth across generations in the Mid Atlantic region and DC Metro marketplace. Our wide range of services helps ensure individuals, families, and businesses are protected and financially prepared for the future. As a Financial Adviser at AspireWealth Planners, Lou is responsible for leveraging his existing relationships, as well as, expanding our services and solutions to help ensure our firm is one of the leading holistic wealth planners in the communities we serve.
Lou comes to AspireWealth Planners with over 10 years of experience in the Banking and Financial Services industries. He not only has a wealth of experience in Insurance and Retirement Planning, but also with Client Experience and Investment Management. Lou’s mission is to serve his clients in a fair and ethical manner. He continually strives to help protect his clients and their families’ financial security. Lou recognizes that his client’s need and priorities will continue to evolve over time, and he is committed to assisting each client throughout all life’s stages.
Lou is a graduate of Loyola High School and earned his Bachelor’s Degree in Economics from the University of Delaware. He currently holds his Series 7, Series 66, and a Life, Accident and Health license.
Lou is an active member of St. Joseph’s Parish and an avid cook, gardener, and golfer. After several years of living in Pennsylvania and New Jersey, Lou has returned to his hometown of Charm City and currently resides in Timonium with his wife, Lauren, and two children, Ashley and Xander.