Our team understands the complex challenges of managing your personal finances. We listen carefully to your concerns and work with you to create wealth management strategies designed to help you pursue your financial goals. Our focus is to grow and preserve the wealth you have worked hard to accumulate. Transparency and seeking to earn your trust are most important to our wealth management approach. We offer the attentiveness needed one on one, while giving you the global resources and capabilities Merrill Lynch Wealth Management and the banking convenience of Bank of America has to offer as one of the nations largest investment and retirement providers.

Louie began his financial services career in 1998 trading commodities, and transitioned into Wealth Advisory Management when joining Merrill in 2005. His focus is on gaining a clear understanding of where clients are in their financial life. A native Texan and loyal Texas A&M graduate, Louie was a member of the Corps of Cadets. Louie has continued to support the university through his involvement in Texas A&M Developmental Council for the College of Agricultural & Life Sciences and consistent participation in the Texas A&M Alumni. Louie's community involvement includes serving as 2010 Chairman of the Grapevine Chamber of Commerce, 2011 President of the Grapevine AMBUCS, and Current Board of Trustee Grapevine-Colleyville ISD. When not in the office, Louie is a passionate adventure racer, triathlete, outdoorsman, an active member of Colleyville Compass Church. He lives in Colleyville with his wife Julie, and their two daughters.