Louis McNamara, Jr., MBA, CFP®has been our Portfolio Manager since 2004. He has played a major role in developing and implementing the strategies we use in our Personalized Investment Management System™. While Steve and Sherri meet with clients, Lou spends his days (and evenings, too!) following financial markets worldwide and watching our clients’ money.
Lou received his undergraduate degree in accounting from Grove City College and a Master of Business Administration (MBA) from Oklahoma City University. He is the author of “Retire . . . Relax!” a book to help further financial education.