TruWealth Advisors

Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.


Advisors

James Parrie

James Parrie

Financial Advisor

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Carl Burnam

Carl Burnam

Financial Advisor

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Cory Faucheux

Cory Faucheux

Financial Advisor

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David Mire

David Mire

Financial Advisor

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Ray Cesta

Ray Cesta

Financial Advisor

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Wesley Bouler

Wesley Bouler

Financial Advisor

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William Maisano

William Maisano

Financial Advisor

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Christopher Hitzman

Christopher Hitzman

Financial Advisor

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Jayne Goertz

Jayne Goertz

Associate Financial Advisor

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Erin L Vasseur

Erin L Vasseur

Associate Financial Advisor

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Brooks Wall

Brooks Wall

Associate Financial Advisor

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Team

Jennifer M. Valteau

Jennifer M. Valteau

Paraplanner

Lee Gallion

Lee Gallion

Paraplanner

Garrett B. Ulmer

Garrett B. Ulmer

Paraplanner

William H. Parrie

William H. Parrie

Paraplanner

Matthew Rodrigue

Matthew Rodrigue

Investment Manager

Joanna M. Craft

Joanna M. Craft

Executive Assistant

Lori M. Poe

Lori M. Poe

Administrative Assistant

Rosa M. Simmons

Rosa M. Simmons

Administrative Assistant

Jessica Newton

Jessica Newton

Administrative Assistant

Robert J. Simmons

Robert J. Simmons

Administrative Assistant

Jennifier L. Guidry

Jennifier L. Guidry

Administrative Assistant

Megan E. Deroche

Megan E. Deroche

Administrative Assistant

Monique LaPorte

Monique LaPorte

Administrative Assistant

W. Boyd Guy

Business Development Specialist