Making financial planning accessible for everyone.
J. Marcel Louimeus serves as Director of Institutional Retirement and is Founder, Owner, and Managing Principal of EXOS Wealth Strategies. As a Chartered Financial Consultant (ChFC ®), Chartered Retirement Plans Specialist (CRPS®), and an Accredited Investment Fiduciary (AIF®), Marcel has developed expertise in providing corporate fiduciary services and has worked with individual clients in many of the different aspects of financial planning and wealth management.
Marcel is recognized in the industry as an advisor of great influence and professionalism, recognized by the Association of African American Financial Advisors as a top 50 under 50 Advisor nationwide in 2021. Because of Marcel’s experience and successful track record with his clients, he has been featured on advisory panels and has participated at industry conferences to share best business practices on maximizing 401 (k) plan performance and employee participation.
Marcel graduated with a B.S. from LeTourneau University where he earned academic scholarships and played collegiate basketball during all four years of his undergrad. He even holds the record for the highest all-time field goal percentage in school history. Marcel completed his postgraduate work at LeTourneau University.
Marcel enjoys family movie nights, the culinary arts, doing outdoor activities with his wife and three children, and is an avid fitness enthusiast.
Exceeding your expectations at every turn is our goal.
Demystifying retirement planning for all
Working hard to understand your goals
Taking the complexity out of saving for retirement
Always looking for ways to improve your plan
Investment advisory services offered only by registered individuals through EXOS Wealth Strategies, LLC (EXOS).
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Simply Retire offers personalized financial services to help you make your retirement goals a reality.