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Team photo
Team photo

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Our advisors

Brett Broussard

BFA, CRPC, APMA®

Private Wealth Advisor

Franchise Owner
Learn more about Brett Broussard Visit Brett Broussard's website

Allison Leblanc

CFP®, CRPC, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Allison Leblanc Visit Allison Leblanc's website

Kyle Champagne

CFP®, BFA, CRPC, APMA®

Financial Advisor

Learn more about Kyle Champagne Visit Kyle Champagne's website


Our team

Tricia Hebert

Tricia Hebert

Financial Planning Assistant

Personal Intro

Tricia enjoys spending time with her family, including her four grandchildren.

Qualifications

  • BS - Business Management at The University of Louisiana at Lafayette

Roles & Responsibilities

  • Financial Planning Assistant
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Maurisha LeJeune

Maurisha LeJeune

Marketing Manager,

Business Development Director

Personal Intro

Maurisha enjoys spending time with friends and family and traveling. She also enjoys giving back by participating in missions' trips.

Qualifications

    • MA, Organizational Development and Leadership - Fielding Graduate University
    • BS- Business Administration specializing in Marketing and Management - Louisiana College

Roles & Responsibilities

  • Operations, Marketing and Business Development
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Chris Stutes, MBA

Chris Stutes, MBA

Client Service Manager

Personal Intro

  • Chris enjoys volunteering for local events like Festival International and spends his free time making trips to the deer camp. He also enjoys eating at all the great restaurants in our community!

Qualifications

  • MBA- The University of Louisiana at Lafayette

  • BS- Finance, The University of Louisiana at Lafayette

Roles & Responsibilities

  • Act as a liaison to answer any of your questions, provide you with accurate, timely information as it relates to your accounts, and resolve issues, as needed.
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