Louie is a founding member of FMS. She assisted in nurturing and building the company and has been an integral part of the firm's success. Louie has over 35 years experience in the financial services business.
Louie has a Bachelor of Science in Business from the University of Redlands and has received her Masters in Arts from Gratz College, Melrose Park, PA.
Louie has earned her CLU (Chartered Life Underwriter), her ChFC (Chartered Financial Consultant), and currently holds a FINRA Series 6 (Investment Company Products/Variable Contracts Limited Representative), and 63 (Uniform Securities Agent State Law Examination) securities licenses as well as a California Insurance License. Louie is registered with Kestra Investment Services, LLC.