HK Financial Services is now part of Blucora. Please visit Blucora for more details.
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Louie Rosalez, CEPP †President


Louie Rosalez is a partner and president at HK Financial Services (HKFS). Louie is also a member of the Honkamp Krueger & Co., P.C. board of directors. As a member of the leadership team, Louie leads the strategic growth initiatives and direction for HKFS. He enjoys fostering and deepening the relationships between HKFS and the affiliate CPA firms.

Louie is passionate about assisting affiliate firms and clients achieve their “why.”
When we help them achieve their “why,” we achieve our own.

Awards & Recognition

Million Dollar Roundtable – Life Member
Million Dollar Roundtable – Court of the Table
Million Dollar Roundtable – Top of the Table
DRA Difference Maker Award
Liberty Mutual Coaching Award Recipient

Education & Credentials

After college at Iowa Central and Buena Vista College in Storm Lake, Iowa, Louie received his Chartered Estate Planning Practitioner (CEPP). He also received his Iowa coaching certificate and has been coaching student athletes since as a volunteer.

Community Involvement & Hobbies

Louie and his wife Missy have four children and reside in Peosta, Iowa. where Louie enjoys spending time with his family, hunting, fishing and the outdoors.

Speaking Engagements & Articles
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