Our advisors

Brett Broussard

Brett Broussard

Private Wealth Advisor

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

Allison Leblanc

Financial Advisor

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

Our team

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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