Louise has over 25 years of experience in the financial services industry with a focus in retirement planning. She takes great pride in helping clients realize their financial goals. Over the course of her career, she has counseled thousands of clients on the topics of assets allocation, goal planning and income distribution strategies.
Louise is a CERTIFIED FINANCIAL PLANNER (CFP®) professional and holds the Chartered Financial Consultant (ChFC®) and Certified Life Underwriter (CLU®) designations.