Wealthnet

Louis provides personalized advisory and investment management services for individuals and families who are navigating life-changing liquidity events such as retirement, inheritances, and the sale of a business.

Louis’s over two decades of wealth management experience includes roles as a financial analyst and investment consultant at Kemper Securities and a senior portfolio manager at US Bank – managing high-net-worth client portfolios and served on the Asset Allocation Committee.

When managing investments, Louis’s philosophy is rooted in sound business principles – which applies to all asset classes: equities, fixed income, real estate, and alternative investments. His focus is to help clients compound after-tax cash flows, to protect wealth, provide income, and to construct portfolios with sound diversification to weather changes in economic cycles.  

Louis resides in Castle Pines, Colorado, with his wife and children. He is an avid guitar player and has a passion for collecting electric guitars.