Lou is the President and founder of Heritage Financial Advisory Group. He has more than 30 years’ experience in investment management, financial planning, and tax consulting. He built the firm through a meticulous work ethic, dedication to his clients, and a commitment to education. He prides himself on being a consolidated resource for all his clients’ financial needs. He is committed to providing his clients with a superior level of service and advice, and takes the time to fully understand his clients’ personal and financial situations.
He received his B.B.A. from Iona College, and after graduation began working for Ernst & Whinney (NYC) as an auditor. During his early years in the profession, Lou gained valuable insight and experience while working with various types of clients, focusing on investment management, financial planning and portfolio strategies. Lou is also a C.P.A., and by utilizing his experience it enables him to create tax efficient portfolios for his clients.
Lou is married and has two children. Lou’s wife Judy manages the office and is the Director of Client Services. Lou’s son Mike, a Financial Advisor, is an integral part of the Heritage Financial Advisory Group. Lou enjoys spending time in the outdoors, and is an avid motorcycle rider. He has traveled over 50,000 miles across the country on his Harley Davidson Road King Classic. He is also a member of the Small Business Networking Alliance, and the Ronkonkoma Rotary Club. Lou enjoys participating in the club’s community service activities.