Our Dedicated Team of Financial Professionals

President

FOCUS

Lou provides comprehensive investment management strategies for wealthy families, small businesses and foundations in the greater Jacksonville area. Lou believes you must always provide valuable advice to help clients meet their financial goals, while remembering to always do what is right for them.

BACKGROUND & EXPERIENCE

With over three decades of investment experience, Lou has brought together a team of highly competent, service minded individuals to form the Walsh Investment Consulting Group of NFLA Financial Partners.

Lou believes his life’s work is to help clients put together their financial puzzle. He insists on meeting with them and working closely with them to help stay on track with their goals. He develops customized financial strategies to help meet near and long-term financial needs.

Lou graduated from the University of Notre Dame with a Bachelor of Business Administration and holds an MBA from University of North Florida. He has earned the Chartered Financial Analyst (CFA®) designation which requires ongoing continuing education. He is a licensed Financial Advisor in several states.

AWAY FROM THE OFFICE

At the center of Lou's life is his family: his wife Jan, daughter Rosie, and son Louie. He enjoys philanthropy, painting, reading, attending academic lectures and golfing.

Community is very important to Lou. He is currently involved with the following organizations:

• Order of Malta-Committee Member
• Morning Star School- Honorary Board Member

In the past, Lou has been involved in the following:

• The Guardian Catholic Schools-Past Honorary Board Member
• Foundation Board of St. Vincent's Medical Center-Past Chairman
• Foundation Board of St. Vincent's Medical Center-Past Investment Committee Chairman
• Chartered Financial Analyst Society-Past President
• Holy Cross Family Ministries-Past Board of Directors
• Diocese of St. Augustine Savings & Loan-Past Investment Chair
• Guardian of Dreams Scholarship Foundation-Founder
• San Jose Catholic Basketball League-Founder
• San Jose Catholic Financial Studies Program-Founder
• Notre Dame Alumni Club-Past Board Member

Vice President, Portfolio Administrator

FOCUS

Adri is dedicated to providing personalized investment planning services to individuals, families and businesses. She helps bring clarity and confidence to our clients’ financial goals and dreams. Together with the Walsh Investment Consulting Group of NFLA Financial Partners, we focus on providing clients with exceptional service and professional integrity.

BACKGROUND AND EXPERIENCE

Adri has over 20 years of experience in the financial services industry. Throughout this time she has served in various roles, including customer service, operations and compliance supervision. She obtained the CERTIFIED FINANCIAL PLANNER™ certification in 2009, and holds Series 7 and 66 registrations. Adri has a degree in Business Admin/Finance, from Truman State University, in Missouri.

AWAY FROM THE OFFICE

Adri is originally from Indiana, but has lived in Jacksonville since 2004. Outside of the office, she enjoys spending time with her family: husband Matt and son Wilson.

Assistant Vice President, Senior Registered Account Administrator

With over 41 years of experience in financial services, Jackie is dedicated to providing exceptional support for our clients’ administrative and operational needs. Her career began in Miami, where she held various positions, including Operations Manager. Jackie’s responsibilities include opening new accounts, maintaining existing account information, facilitating account transfers, managing cash and security movements, and handling statement inquiries.

Jackie holds a B.L.S. degree in Behavioral Science from Barry University and is registered with series 7 and 66.

Beyond her professional life, Jackie finds fulfillment in her church community, her 28-year marriage to Bobby, and spending quality time with her family. She also enjoys shopping, socializing with friends, and exploring new destinations such as Dubai, Paris, and Rome.

Account Administrator

Andrea is a seasoned professional with a strong background in finance. She holds a degree in business/finance from the University of North Florida. Originally from Puerto Rico, Andrea has been residing in the U.S. since 2011.

In her role as an Account Administrator, Andrea meticulously manages account updates, handles money movement requests, assists with scheduling, and promptly addresses any inquiries related to statements or online access.

Beyond her professional responsibilities, Andrea leads an active lifestyle. She is passionate about fitness, enjoys exploring new destinations through travel, and cherishes quality time spent with friends and family. Her loyal companion is a French bulldog who keeps her company during her downtime.

Andrea’s commitment to excellence and her warm demeanor make her an invaluable asset to our team.

Portfolio Administrator

Matthew is a dedicated finance professional with a strong educational background. He earned his bachelor’s degree in Finance from Florida State University and returned to Jacksonville to embark on his career at Fidelity Investments. With 2 years of experience as a retirement plan specialist and his Series 7 and Series 66 FINRA securities registrations, Matthew brings valuable expertise to Lou’s team.

Currently, Matthew leads the conversion of all client accounts to the eMoney software and actively contributes to client reviews. His commitment to excellence and his ability to navigate complex financial processes make him an integral part of our team.

Beyond his professional pursuits, Matthew enjoys staying active through fitness, exploring new places, spending quality time with his loved ones and fishing.

Matthew’s passion for finance and his dedication to client success drive him every day. We are fortunate to have him as part of our team.