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 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

Charles Simmons

Charles Simmons

Private Wealth Advisor

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Designations

CFP®, CLU®, ChFC®, CAP®

Top Areas of Focus

  • Retirement Planning Strategies
  • Saving for Education
  • Charitable Giving

Education

Bachelor of Applied Science (BASc), Industrial & Organizational Psychology - Tulane University
CA Insurance #0G23810 AR License #1998615

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James Parrie

James Parrie

Financial Advisor

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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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Carl Burnam

Carl Burnam

Financial Advisor

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Designations

CRPC®, APMA®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Family Finances

Education

Bachelor of Science Degree in Electrical Engineering Technology, Western Kentucky University

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Cory Faucheux

Cory Faucheux

Financial Advisor

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Top Areas of Focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving

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David Mire

David Mire

Financial Advisor

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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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Ray Cesta

Ray Cesta

Financial Advisor

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Designations

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

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Designations

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

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Designations

APMA®, CRPC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investment Management
  • Saving for Education
CA Insurance #0M88756

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Erin L Vasseur

Erin L Vasseur

Associate Financial Advisor

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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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Brooks Wall

Brooks Wall

Associate Financial Advisor

More about me...

Designations

CFP®, APMA®

Top Areas of Focus

  • Investment Management
  • Retirement Planning Strategies
  • Retirement Income Strategies

Education

Bachelors of Arts, Mississippi State University 2007

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Our Staff

Joanna M. Craft

Joanna M. Craft

Executive Assistant