Louis G Sackal is a Financial Advisor who brings unique perspective having over two decades of experience being a part of and advising cutting-edge technology firms and startups. His breadth of financial planning knowledge is leveraged by his experience transforming innovative concepts into fully developed product and service solutions to better mitigate clients’ risks before they become problems. By applying an engineering mindset to help plan and prepare for the future, Lou helps his clients achieve their goals for today and tomorrow through a comprehensive approach, analyzing current challenges and leveraging opportunities.
Lou holds a BS and ME in Chemical Engineering as well as an MBA from Rensselaer Polytechnic Institute and was the winner of the 1999 Lucent Technologies Student Business Plan Competition at RPI. He is currently serves on the APICS Board as the VP of Finance, the pastoral council of Corpus Christi, and is an active member of the local startup community. He lives near Saratoga Springs, NY with his wife and children.
Joseph RR Templin is our Director of Advanced Planning and free thinker. He is an alum of The Johns Hopkins University Center for Academically Talented Youth (aka “Genius Camp”) and RPI where he studied physics and finance. Joe passed the CERTIFIED FINANCIAL PLANNER exam in 2001 and has written test bank questions on ethics, even if he is not currently operating as a CFP, while still carrying his Chartered Advisor of Philanthropy (CAP), Chartered Life Underwriter (CLU), and Chartered Financial Consultant (ChFC) designations.
Joe was chosen as a 2011 4 Under 40 Winner from Advisor Today Magazine and has lectured all over the US and Canada. He is a World Tae Kwon Do Federation certified 4th Degree Black Belt Instructor and multi-time top-selling author. He is active with Cub Scouts, serves as President of The Castle Alpha Tau Foundation, and is a member of the Capital District AOH Honor Guard. He lives in Ballston Spa, NY with his hooligan children.
"The best time to plant a tree was 20 years ago, the second best time is now"
- Chinese Proverb
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5 Southside Dr, STE 11-159, Clifton Park, NY 12065
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