Our advisors

Our team

Bonnie Humphries

Bonnie Humphries

Client Relationship Manager,

Assistant

Qualifications

  • BS Bachelor of Science, Education, Formerly USL - University of Louisiana- Lafayette
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Alicia Guidry

Alicia Guidry

Executive Assistant,

Operations Manager

Qualifications

  • BS Bachelor of Science, Finance, University of Louisiana- Lafayette
  • Notary Public
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Tricia Hebert

Tricia Hebert

Financial Planning Assistant

Qualifications

  • Bachelor of Science - Business Management, USL, University of Louisiana - Lafayette
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