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.

Senior Registered Account Administrator, Assistant Vice President

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

Claire is dedicated to meeting the financial needs of our clients. She graduated from Belmont Abbey College with a Bachelor of Arts in Educational Studies and a Bachelor of Arts in Psychology, where she also excelled as a student athlete. Claire continued her education at the University of Florida, earning an Educational Specialist Degree in School Psychology.

Although she is early in her career, Claire brings enthusiasm for relationship building and critical thinking to our team. Her fresh perspective and eagerness to learn will be invaluable as she supports our administrative and operational efforts.

In her free time, Claire enjoys spending time with family, attending sporting events, and volunteering, which fuels her motivation and creativity. She looks forward to collaborating with colleagues and contributing to our organization’s success.

Claire’s passion for helping others achieve their goals makes her a vital member of our team, and she is eager to grow professionally within our financial operations.

Vice President, Portfolio Administrator

FOCUS

Rose is a trusted Portfolio Administrator, recently joining the Walsh Investment Consulting Group to continue her commitment to delivering personalized investment planning services to individuals, families, foundations, and businesses. Together with the Walsh Investment Consulting Group, she focuses on helping clients navigate financial decisions with clarity, confidence, and exceptional service.

 BACKGROUND AND EXPERIENCE

Her expertise stems from years of experience in institutional finance. Before joining the team, Rose served as Investment Director at the Alfred I. duPont Charitable Trust, managing a $9 billion endowment across equities, real estate, and venture capital. Earlier in her career, she worked as an IT consultant at Appirio, Inc., and spent time abroad as a Peace Corps Volunteer in Colombia.

Rose holds a bachelor’s degree in Business Administration from the University of Notre Dame and is a CFA charterholder.

 
AWAY FROM THE OFFICE

Outside of work, Rose brings that same spirit of service to the community. She serves as a Guardian ad Litem for foster children, is a board member of a nonprofit senior housing facility, and contributes her financial expertise to the finance council at St. Paul’s Catholic Church. In her personal time, she enjoys spending time with family and friends.