The Team
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 strategies like 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.

Our Advisors

Carl Burnam

Carl Burnam

Financial Advisor

More about me...

Contact

carl.d.burnam@ampf.com

504.779.7790

Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

Bachelor of Science Degree in Electrical Engineering Technology

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James Parrie

James Parrie

Financial Advisor

More about me...

Contact

james.c.parrie@ampf.com

504.779.7790

Designations

CRPC®, APMA®

Top Areas of Focus

  • Investments
  • Retirement Planning Strategies
  • Estate Planning Strategies

Education

Bachelor of Science in Marketing, University of New Orleans, New Orleans Louisiana
CA Insurance #0I39706

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Cory Faucheux

Cory Faucheux

Financial Advisor

More about me...

Contact

cory.m.faucheux@ampf.com

504.779.7790

Designations

CRPC®, CDFA®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

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David Mire

David Mire

Financial Advisor

More about me...

Contact

david.p.mire@ampf.com

504.779.7790

Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education

Education

Bachelor of Science in Management (BSM), Finance - Tulane University, New Orleans, Louisiana

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Lee Gallion

Lee Gallion

Financial Advisor

More about me...

Contact

lee.gallion@ampf.com

504.779.7790

Designations

CFP®

Top Areas of Focus

  • Retirement Income Strategies
  • Investments
  • Insurance

Education

Bachelor of Science in Business Administration,Mississippi State University, Starkville, Mississippi

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Ray Cesta

Ray Cesta

Financial Advisor

More about me...

Contact

ramon.f.cesta@ampf.com

504.779.7790

Designations

CPA, APMA®

Top Areas of Focus

  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Retirement Planning Strategies

Education

BSBA in Accounting University of Central Florida

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Wesley Bouler

Wesley Bouler

Financial Advisor

More about me...

Contact

wesley.bouler@ampf.com

504.779.7790

Designations

APMA®, MBA

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education

Education

Bachelor of Arts in Psychology, University of Louisiana at Monroe, Monroe, Louisiana, Master of Business Administration, University of New Orleans, New Orleans, Louisiana

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William Maisano

William Maisano

Financial Advisor

More about me...

Contact

william.maisano@ampf.com

504.779.7790

Designations

APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education

VISIT MY WEBSITE

Jayne Goertz

Jayne Goertz

Associate Financial Advisor

More about me...

Contact

jayne.w.goertz@ampf.com

504.779.7790

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Women's Financial Strategies

Education

Bachelor of Criminal Justice, Loyola University New Orleans, 2003

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Erin L Vasseur

Erin L Vasseur

Associate Financial Advisor

More about me...

Contact

Erin.Vasseur@ampf.com

504.779.7790

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Retirement Income Strategies

Education

Bachelor of Science, Business Administration - University of New Orleans, New Orleans, Louisiana

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Our Staff

Arthur D. Eshleman

Arthur D. Eshleman

Financial Planning Specialist
Jennifer M. Valteau

Jennifer M. Valteau

Paraplanner
Garrett B. Ulmer

Garrett B. Ulmer

Paraplanner
W. Brooks Wall

W. Brooks Wall

Paraplanner
William H. Parrie

William H. Parrie

Paraplanner
Matthew Rodrigue

Matthew Rodrigue

Paraplanner
Joanna M. Craft

Joanna M. Craft

Executive Assistant
Lori M. Poe

Lori M. Poe

Administrative Assistant
More about me...

Contact

lori.poe@ampf.com

504.779.7790

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