Louie is a high-energy, enthusiastic, relationship driven financial advisor with 7 years of industry experience. Louie applies energy and enthusiasm to his passion of helping people navigate their financial lives. Louie views financial planning as a puzzle and thoroughly enjoys putting the pieces together to provide the best opportunity to achieve clients’ goals.
As a loyal Cincinnati Native, Louie graduated from The University of Cincinnati and went on to complete his Master of Science in Personal Financial Planning (MSPFP) from the College for Financial Planning. On weekends, and even some weeknights, you can find Louie on the golf course or going on hikes with his wife Sloan and his dog The Dood.
Brad brings 40 years of award-winning communication expertise as a master storyteller in newsrooms and broadcast booths across the country. Brad now has turned his attention to helping the modern retiree learn more about how to be and stay retirement ready by hosting WI$E MONEY for Olson & Wilson Private Capital. Brad’s ability to get to the heart of the story has earned him 24 Emmys and more than 50 local and national journalism awards. He’s been recognized for his breadth of talent that began with him being named the #1 Speaker in the Nation as a collegiate forensics competitor at Bradley University. Brad’s writing skills are prolific, being awarded multiple times by the Associated Press as the year’s best broadcast writer. He has produced award winning documentaries, investigative reports, light features, news anchoring, sports anchoring, and play-by-play.
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