The Team

TruWealth Advisors

Putting clients first; it’s what we do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

· “Unbiased, puts my interest first”

· “Explains things in understandable terms”

· “Understands me and shares my values”

We’re proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is our priority. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.


Our Advisors

Charles Simmons

Charles Simmons

Private Wealth Advisor

More about me...

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

More about me...

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

VISIT MY WEBSITE

Carl Burnam

Carl Burnam

Financial Advisor

More about me...

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

More about me...

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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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

More about me...

Designations

APMA®, CRPC®

Top Areas of Focus

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

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Jayne Goertz

Jayne Goertz

Associate Financial Advisor

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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

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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

Jessica Newton

Jessica Newton

Administrative Assistant