Louis is a Retirement Benefits Strategist and is passionate about partnering with Benefits Consultants, Financial Advisors, businesses, and their employees to help them accomplish their goals and dreams. He helps them through the innovative use of workplace retirement benefits, such as 401(k), HSAs, and Pension Plans. He has over two decades of industry experience and holds the CERTIFIED FINANCIAL PLANNER™ and Certified Health Savings Adviser (CHSA®) professional designations, along with the FINRA Series 7, 65, 63 securities licenses, and the TX Life & Health insurance license.