Louie has both significant experience and education relating to pursuing financial success for his clients. With over 25 years of experience in the financial services industry Louie has not only helped clients build investment portfolio strategies, he has helped them steer through many different market conditions. Following a 20-year career with a large national brokerage firm, Louie founded Vine Wealth Management to provide unbiased comprehensive investment counsel to individuals, families and institutions.
While Louie holds an MBA and Bachelors of Science degree from Southern Illinois University, he is also a graduate from the prestigious Masters in Applied Positive Psychology program from the Ivy League school, University of Pennsylvania. This program was the first of its kind to provide in depth study into the science of well-being under the direction of renowned psychologist Dr. Martin Seligman. Louie’s focus in this master’s program was on the effects of money and well-being in retirement. Louie has since expanded his studies to include the proper application and effects of money in all life stages and utilizes this expertise in the planning process with his clients.
Louie and his wife Lori have three children and his interests include traveling, meeting new people, continuing to learn, and lowering his golf handicap—something he has all but given up on accomplishing.