Our advisors

Advisor photo for Gray L Goudeau

Gray L Goudeau

CFP®, ChFC®, CLU®

Private Wealth Advisor

Franchise Owner
Learn more about Gray L Goudeau Visit Gray L Goudeau's website
Advisor photo for Jennifer Slimmer

Jennifer Slimmer

MBA, CRPC

Financial Advisor

Operations Director
Learn more about Jennifer Slimmer Visit Jennifer Slimmer's website


Our team

Danica Bowie

Danica Bowie

Administrative Assistant

Yolande Goudeau

Yolande Goudeau

Marketing Manager

Miguel Jimenez

Financial Planning Specialist