Lou came into the business of financial planning in 2011 after a variety of other business ventures. Early in his career, he founded and ran an entertainment management company while working at Power Station recording studio in NYC. Lou’s company, Leeds-Davis Management, focused on developing and managing the careers of musicians, recording engineers and record producers, including several Grammy winners.

In the late ’90s, Lou was a co-founder of the start-up, BountySystems.com, that provided a B2B and B2C-oriented incentivized viral marketing application. Lou and his team were successful in raising $15 million in venture funding, growing the company to over 60 employees and negotiating multi-million-dollar partnerships with some of the top web 1.0 portals.

After 9/11, Lou returned from NYC to Massachusetts and worked as a sales, marketing and business development consultant for a variety of organizations. In 2003, Lou became the VP of Sales and Marketing for Market Street Research, a national marketing research firm based in Northampton, MA. In this role, Lou was responsible for consulting with businesses from many industry sectors, helping them to shape research approaches designed to provide them with specific direction for their decision making.

The transition to financial planning was a natural one, as so much of what Lou had done in his earlier life is relevant to and directly informs his work today. Lou’s focus is on working with business owners, professionals, educators, retirees and their families, helping them to understand, protect, grow, value and share their assets - all within the context of an ever evolving, holistic and values-aligned financial plan.

Lou serves on boards and committees of various non-profits, including the Estate Planning Council of Hampden County, the Northampton Area Chamber of Commerce, the UMass Fine Arts Center and Cooley Dickinson Hospital.

Lou has a diverse educational background having studied at the Culinary Institute of America, the Berklee College of Music, Parsons School of Design and the University of Massachusetts.

Lou lives in Northampton, MA with his wife, Jen, a personal trainer, and their dog Clio. Their son Asher attends Ithaca College and their younger son, Izzy, attends Berklee College of Music. As a life-long musician himself, Lou plays bass in both local bands and with his wife and kids and is an avid golfer and fisherman.

Lou is a Registered Representative and holds a Series 7, Series 66 and health, life and disability insurance licenses.