Proto Financial Group is a father-daughter owned business with over 20 years of experience in financial and retirement planning. Located at 115 Times Square in Olean, NY the firm shares an office with the accounting firm Proto & Loskey. By sharing an office, it allows clients the opportunity to receive both wealth management advice and tax advice in one visit.
Both Louis and Eileen are avid runners, having both completed many marathons including the New York City Marathon (Louie in 1984 and Eileen in 2016). The dedication it takes to training for a marathon is the same type of dedication both Louie and Eileen have toward providing individuals and families, with financial advice, strategies, and guidance to help them achieve both personal and financial goals.
Louie, launched his accounting firm Proto & Loskey in 1978, he later formed Proto Financial Group in 1999 to expand services he could offer to his clients. Louie has served on many boards in his community. When he was the President of the Olean Family YMCA he successfully helped raise 3$ million for the capital campaign for the new YMCA facility. He has also served as chairman of the Olean General Hospital Board of Trustees from 2003 through 2007. He was the president of the Greater Olean Area Chamber of Commerce and president of the Olean Area United Way.
Louie earned his bachelor's degree in Business Administration from Saint Bonaventure University in 1975. He also holds a Master's Degree in Taxation from Canisius College and a Graduate Tax Certificate from the University of Buffalo. He is a certified public accountant licensed in New York and Pennsylvania and is also a Certified Financial Planner.
Fun Fact about Louie: He bakes artisan bread (www.luigipane.com)
After finishing school at James Madison University with a degree in Computer Information Systems, Eileen moved to New York City to work for KPMG. She later left KPMG to work as a IT project manager for Teach for America. She returned home to pursue a MBA in professional accountancy from St. Bonaventure University and join the family business.
Fun Fact about Eileen: She's a photographer (www.protos-photos.com)
Email : firstname.lastname@example.org
Heather holds her series 6 and 63 securities licenses and has a Bachelor's Degree in Accounting from the University of New York Empire State College. She is a notary public in NY State and a Certified QuickBooks ProAdvisor.