How we work


Real. Clear. Direction.

We’re “real.” We live right here in your town. You might see us out at dinner, at the grocery store, or at the ballfield. We’re not just financial advisors, we’re also neighbors, parents, and spouses.

We want to be “clear” in our advice. No silly financial jargon. Just clear advice our clients can understand and implement. We are straightforward with our clients starting with what they need to do and why they should do it.

We aim to help clients find their “direction”. It’s a passion for our team to help clients understand exactly how to get what they want out of life and how to realize their dreams. Our purpose is to help clients understand their direction, their goals, and how their financial situation will affect their journey.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Wealth Preservation Strategies

Community participation

Our practice is proud to sponsor the following non-profit organizations:

Centenary College of Louisiana

Food Bank of Northwest Louisiana

Highland Jazz & Blues Festival

Holy Angels Residential Facility

Humane Society of Northwest Louisiana

Robinson's Film Center

Samaritan Counseling Center

Shreveport Little Theatre

The Strand Theatre

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Our practice recognizes the importance of community engagement. We are proud to have team members serving on the boards of the following non-profits:

Working with us

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.