Gerald "Lou" Kloppe, CEP®
Director - National Small Business Association,
CEO - Nations 1st Financial,
Board Chairman - National Financial Education Institute (a non­profit 501(c)3).

Lou works with individuals, business owners, and their families to minimize income tax obligations and estate taxes, while increasing personal wealth through a diverse range of investments. By utilizing conservative macro­ economic strategies, he can increase the velocity of his clients’ money by having a dollar address more than one investment goal at the same time.

Analyzing a client’s entire estate, including small, medium, or large businesses, real estate holdings, health insurance, life insurance, and debt, Lou is able to compile a comprehensive financial plan to meet the needs for both the present and the future. Few investment professionals have the experience or take the time to create such a comprehensive investment plan, as they choose to focus on just one investment vehicle.