Our Team

Our Team

Our staff is always ready to address your concerns, answer your questions, and put you at ease.

Lou Cammisa

Principal and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional

Lou has been assisting his clients in the accumulation and preservation of wealth for more than 20 years. Prior to serving clients on an individual basis, Lou started his career in finance as a securities compliance examiner with the United States Securities and Exchange Commission. Lou also worked as a quality control representative for Bloomberg Financial Markets, LLC.

Lou was born in and resides in Bucks County, PA, with his wife, Holly. Lou graduated magna cum laude from Temple University in Philadelphia with a bachelor's degree in business administration with a concentration in finance. Lou's hobbies include bicycling, tennis, skiing, and golf.