Louis has over 30 years of experience in public accounting, industry, taxation practice and personal financial planning; and previously held positions as a Chief Financial Officer, Controller, financial and tax consultant and corporate accounting manager. Louis joined The Financial Advisors in September 2000. He finds his financial planning career rewarding because he helps people plan and achieve their life goals over decades. Raised in Medford, MA, Louis earned a bachelor’s degree in accounting at Merrimack College and a Master of Science in taxation (with a concentration in personal financial planning) at Northeastern University. He is a member of the American Institute of Certified Public Accountants (AICPA) and its personal financial planning section. Louis and his family, including his two beloved canines, live in Topsfield, MA. Louis has helped community nonprofit organizations with their annual tax filings and has been involved with youth lacrosse and football organizations. He enjoys scuba diving and snorkeling in warm tropical waters, traveling with his family, all things Walt Disney, cooking, bocce and vegetable gardening.
