Chief Operating Officer
As Chief Operating Officer for Secure Retirement Strategies, Lou uses his more than 30 years of experience in the financial services industry to ensure that every retirement plan developed and implemented meets both the client’s current goals while remaining flexible enough to adapt to an ever-changing future.
Prior to joining SRS, Lou served as CEO and Chief Compliance Officer of a regional broker/dealer, where he worked closely with industry regulators and registered representatives to ensure compliance and proper suitability in the sale of investment products and services.
As a private banker Lou satisfied the banking needs of select high net-worth professionals and business owners, which afforded him the opportunity to develop skills in a wide variety of financial services, like mortgages, investment management, and family trusts.
Lou is a graduate of Albright College. He and his wife, Connie, have two sons. When not at the office, Lou enjoys bowling and golf.