The Story

Lou focuses his practice on the financial planning, retirement planning, and risk management needs of families, individuals, businesses, and business owners.

Prior to joining Charter Oak, Lou worked as a television producer for the History Channel’s “Pawn Stars” and “Alone”, Food Network’s “Best Thing I Ever Made” and the Discovery Channel’s “Yukon Men” among many other productions. Working for years in a freelance capacity forced him to be his own boss, which helped him truly understand the impact and importance of being organized and having a plan.

In partnering with the Heritage Team at Charter Oak Financial, Lou has built his practice based upon the principles of honesty, trust, and transparency, which has allowed him to empower his clients to confidently pursue their dreams.