Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Thomas Meyer

CFP®, BFA, APMA

Private Wealth Advisor

Business Financial Advisor
Learn more about Thomas Meyer

Lloyd Kern

APMA, CMFC

Financial Advisor

Investment Manager
Learn more about Lloyd Kern

David Ponson

APMA

Financial Advisor

Insurance Specialist
Learn more about David Ponson

Christopher Callahan

APMA

Financial Advisor

Learn more about Christopher Callahan

Kylie Kern

Associate Financial Advisor

Practice Manager
Learn more about Kylie Kern

Lynna Marcel

Associate Financial Advisor

Learn more about Lynna Marcel


Our team

Paula Christophel

Paula Christophel

Client Relationship Manager

Morgan A Toups

Morgan A Toups

Financial Planning Assistant

Lori C Toups

Lori C Toups

Marketing Manager

Wes Toups

Client Service Specialist

Jack Meyer

Client Service Specialist

Kaitlyn Rodrigue

Client Service Specialist




Experience the power of a Strategic Alliance

To help our clients reach their long- and short-term financial goals, we have formed Strategic Alliances that can offer additional insights to your unique situations. If you’re looking for professionals to add to your network, visit our Strategic Alliance’s website or reach out directly to our practice to learn more.

  • Waguespack, Gallagher, Ourso, LLC