Our team strives to provide financial expertise focused on you and your goals. Together, we provide clients access to a breadth of expertise and special focus areas and offer an ongoing dedication to exceptional service.



Our advisors

David Ponson, Financial Advisor serving the Thibodaux, LA area - Ameriprise Advisors

David Ponson

APMA®

Financial Advisor

Insurance Specialist
Learn more about David Ponson
Kylie Kern, Associate Financial Advisor serving the Thibodaux, LA area - Ameriprise Advisors

Kylie Kern

Associate Financial Advisor

Practice Manager
Learn more about Kylie Kern
Lynna Marcel, Associate Financial Advisor serving the Thibodaux, LA area - Ameriprise Advisors

Lynna Marcel

Associate Financial Advisor

Learn more about Lynna Marcel
Christopher Callahan, Financial Advisor serving the Thibodaux, LA area - Ameriprise Advisors

Christopher Callahan

APMA®

Financial Advisor

Learn more about Christopher Callahan
Lloyd Kern, Financial Advisor serving the Thibodaux, LA area - Ameriprise Advisors

Lloyd Kern

APMA®, CMFC®

Financial Advisor

Investment Manager
Learn more about Lloyd Kern
Thomas Meyer, Private Wealth Advisor serving the Thibodaux, LA area - Ameriprise Advisors

Thomas Meyer

CFP®, APMA®

Private Wealth Advisor

Business Financial Advisor
Learn more about Thomas Meyer

Our team

Paula Christophel

Paula Christophel

Client Relationship Manager

Morgan A Toups

Morgan A Toups

Financial Planning Assistant

Lori C Toups

Lori C Toups

Administrative Assistant