Louie graduated from the University of Kentucky in May of 2023 with a degree in Finance. After interning for two years and expanding the team's financial planning offerings, Louie joined the team as a full-time associate in the summer following graduation. He holds his FINRA Series 7 & 66 registrations and became a CERTIFIED FINANCIAL PLANNER™ in 2025. He also holds Life & Health Insurance Licenses. Louie continues to help clients build and maintain their financial plans as well as provide clients with investment solutions, education, and maintaining their overall financial peace of mind.