The Team

Our Advisors

Curtis Hunter Roy II

Curtis Hunter Roy II

Private Wealth Advisor

More about me...

Designations

MBA, CRPC®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Cash Flow Management Strategies

Education

Masters of Business Administration, 2002, University of Louisiana Lafayette, Bachelor's Degree, 1992, General Studies, LSU
CA Insurance #0K02394

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Natalie Pulatie

Associate Financial Advisor

Our Staff

Mary K. Girouard

Client Service Coordinator