Senior Vice President–Investments, Private Wealth Advisor, UBS Financial Services
Marketing & Development Committee

“I serve on the board at Bolder Options because the program works.  I’ve seen it positively affect the lives of not only the young people and families in the program, but the mentors as well. ”

Lou was recognized by Barron’s in both 2010 and 2011 as one of the Top 1,000 Financial Advisors in America. He has earned the Certified Investment Management AnalystSM (CIMA®) designation from The Wharton School and holds an economics degree from the University of Minnesota.

Lou has been recognonized by Barron’s from 2010 thru 2019 as one of the Top 1,200 Financial Advisors in America.

Lou lives in Orono with his wife, Jill, and has three daughters.

(612) 379-2653


Twin Cities Office

2100 Stevens Ave

Minneapolis, MN 55404

Rochester Office

Mt. Olive Lutheran Church
2830 18th Avenue NW
Rochester, MN 55901

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