J. Louis McCraw, CFP®

In 1984, Lou founded Pension & Financial Services, Inc. (PFS), a Third-Party Administration (TPA) firm. Lou served as the CEO of PFS until 2012 when he sold the firm. The 28 years at the helm of a TPA provided Lou with the experience and insight into Plan Design issues and the complexities involved in the operations of qualified retirement plans.

Lou has earned industry certifications and designations of: CERTIFIED FINANCIAL PLANNER™ practitioner  (CFP® certification). 

Outside of work, Lou enjoys playing golf and traveling. He resides with his wife Linda in Malvern, Pennsylvania and have three children, Shannon, Tyler, and Logan.