Our team is proud to provide a breadth of experience, specialized financial knowledge, and elevated level of service to all our clients. We work collectively to serve your goals and help you meet your financial future with more confidence.



Our advisors

James Evans, Private Wealth Advisor serving the Lafayette, LA area - Ameriprise Advisors

James Evans

Private Wealth Advisor

Chief Executive Officer of Gulf South Wealth Advisors
Learn more about James Evans Visit James Evans's website
Matt Edwards, Financial Advisor serving the Lafayette, LA area - Ameriprise Advisors

Matt Edwards

Financial Advisor

Learn more about Matt Edwards Visit Matt Edwards's website
David Van Geffen, Financial Advisor serving the Lafayette, LA area - Ameriprise Advisors

David Van Geffen

Financial Advisor

Learn more about David Van Geffen Visit David Van Geffen's website
John A. Boudreaux, Financial Advisor serving the Lafayette, LA area - Ameriprise Advisors

John A. Boudreaux

CFP®, BFA, APMA

Financial Advisor

Learn more about John A. Boudreaux Visit John A. Boudreaux's website
Kyle Champagne, Financial Advisor serving the Lafayette, LA area - Ameriprise Advisors

Kyle Champagne

CRPC, BFA, APMA

Financial Advisor

Learn more about Kyle Champagne Visit Kyle Champagne's website
Stephens McVea, Financial Advisor serving the Lafayette, LA area - Ameriprise Advisors

Stephens McVea

Financial Advisor

Learn more about Stephens McVea Visit Stephens McVea's website

Our team

Annette Bradley

Annette Bradley

Client Service Coordinator

Personal Intro

Annette enjoys teaching dance, participating in Mardi Gras, yoga classes, walking, and traveling (especially to the beach). She loves spending time with her 3 children and Grandson.

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Shirley Edwards

Shirley Edwards

Client Service Coordinator

Personal Intro

Shirley enjoys spending time with her family, relaxing on the beach with a good book, fishing and traveling.

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Amy Evans

Amy Evans

Business Development Manager,

Marketing Manager

Personal Intro

Amy enjoys spending time with family, hiking in Tennessee, paddle boarding, cooking, and reading.

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Heather Forte

Heather Forte

Paraplanner

Personal Intro

Heather F. is a huge sports fan and can’t wait to get back to games as well as live music regularly again! She also loves walking state parks, cooking, reading, documentaries, and petting all the dogs.

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Carrie Kahn

Carrie Kahn

Client Service Specialist

Personal Intro

Carrie enjoys spending time with family, spoiling her rescue dog, beach trips, and fostering dogs for a local animal shelter.

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Brittany Skrabanek

Brittany Skrabanek

Client Service Coordinator

Personal Intro

Brittany is a mom of 3 who enjoys spending time with her family, reading, crafting, and woodworking in her free time.

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Tiffany Shelton

Tiffany Shelton

Operations Director

Personal Intro

Tiffany enjoys spending time with family, trips to the beach, music, party planning and crafts.

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Heather Watson

Heather Watson

Client Service Specialist

Personal Intro

Heather enjoys spending time with her family, baking, reading and exploring different crafting mediums during her free time.

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Maddi Williams

Maddi Williams

Financial Planning Specialist

Personal Intro

Maddi enjoys spending weekends hiking, running, and attempting to improve her golf game. She is also an avid animal lover, and volunteers at local shelters in her free time.

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