The Team

Goudeau Wealth Planning Group
If you want to be able to count on your assets — today and tomorrow, it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement® approach to recommend balanced and customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.

Our Advisors

Jennifer Slimmer

Jennifer Slimmer

Financial Advisor

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Designations

MBA, CRPC®

Top Areas of Focus

  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Planning Strategies

Education

Master of Business Administration, University of New Orleans, New Orleans, LA, 2010, Bachelor of Science in Finance, University of New Orleans, New Orleans, LA, 2003, Bachelor of Science in Business Administration, University of New Orleans, New Orleans, LA, 2003

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Our Staff

Danica Bowie

Danica Bowie

Administrative Assistant

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Roles & Responsibilities

  • Schedule client appointments
  • Prepare agendas and forms for appointments
  • Greet clients upon arrival
  • Assist Advisors and other staff in daily office activities
Yolande Goudeau

Yolande Goudeau

Marketing Manager