Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Marisa joined our Luling and Metairie offices in 2025.
Donelle joined our Mandeville office in 1996.
Lisa joined our Metairie office in 2019.
Kelli joined our office in The Villages, FL in 2020.
Graduate Certificate - Accounting - Purdue University Global - Davenport, IA
MBA - Iowa State University - Ames, IA
B.S. - Accounting - University of Wyoming - Laramie, WY
Lalonnie joined our Luling office in 2017.
Lauren joined our Luling office in 2015.
B.S., Nursing Sciences - Louisiana State University Health Sciences Center - New Orleans, LA
Mabel joined our Mandeville office 2003.
Lockheed Martin (Michoud Assembly Facility), Development Operations Engineer, 1973–2002, Louisiana & Mississippi
MBA - Florida Institute of Technology - Melbourne, FL
B.A., Mathematics - Louisiana State University - Baton Rouge, LA
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