Staff Associate - SC&H Financial Advisors, Inc.
Louis is a Staff Associate in SC&H Group’s Personal Financial Planning practice. He assists the team in preparing individual, estate, partnership, and trust returns, as well as other tax-related and investment compliance paperwork for clients.
His additional responsibilities include preparing the firm’s Wynne returns, and updating and streamlining financial advising administrative processes, such as the automation of an IPS statement, which significantly reduced its preparation time.
Prior to joining SC&H, Louis was employed with Brigham Young University-Idaho. There, he instructed students on introductory and intermediate level economics courses providing assistance to students in problem solving and clarifying concepts. In these ways, he was able to work directly with the students to help them set goals and make plans for independence. This relates to Louis’ prior experience as a teaching assistant in Rexburg, ID, where he assessed students’ performances in economics and upper level
Earlier in his career, Louis was a full-time volunteer representative for The Church of Jesus Christ of Latter-Day Saints in CA, analyzing, planning, and working with local leaders to reach area goals and assisting in training a new missionary for effective planning. He was also the President and Senior Analyst for the Brigham Young University-Idaho Investment Society, leading and conducting meetings to allocate $5 million of the Brigham Young University-Idaho investment fund and leading a small group to analyze the strengths and weaknesses of international equities. Overall, this society outperformed their benchmark by 1.9% during his presidency.
Louis received his B.S. in Financial Economics from Brigham Young University-Idaho and he is also Bloomberg certified.