Lou is a Certified Public Accountant and a Registered Investment Advisor. He graduated with honors from New York University. As an accountant and CPA Lou has held positions in public accounting with KPMG and eventually established his own accounting practice in Kingston, N.Y.
In addition to his CPA license, Lou also has the NYS Series 7, 63 and 65 licensing requirements and is dedicated to providing experienced, professional guidance to his clients, helping them reach their long term financial goals. Lou can offer investment counseling in all areas of finance as well as College, Retirement and Tax Planning.
Lou proudly serves on The Health Alliance Foundation Board, The health Alliance Finance Committee and is involved with numerous community activities.