Louie has significant experience in the financial services industry. He spent over 18 years with Edward Jones, a major U.S.-based investment firm. Louie held a variety of key positions at Edward Jones, including financial advisor, regional leader, and general partner. But probably his most significant contribution was in the area of helping investors look beyond money when planning life stages. His passion for seeing and helping clients look at the whole approach to a life of well-being was further developed when he applied and was accepted to the first master's degree program offered in the field of Positive Psychology. Louie's thesis was on well-being in retirement. In addition to a Master of Science in Applied Positive Psychology from the University of Pennsylvania, Louie earned an MBA and BS from Southern Illinois University.