Our advisors

Our team

Arthur D. Eshleman

Arthur D. Eshleman

Financial Planning Specialist

Jennifer M. Valteau

Jennifer M. Valteau

Paraplanner

Lee Gallion

Lee Gallion

Paraplanner

Garrett B. Ulmer

Garrett B. Ulmer

Paraplanner

William H. Parrie

William H. Parrie

Paraplanner

Matthew Rodrigue

Matthew Rodrigue

Paraplanner

Joanna M. Craft

Joanna M. Craft

Executive Assistant

Lori Poe

Lori Poe

Administrative Assistant

Rosa M. Simmons

Rosa M. Simmons

Administrative Assistant

Jessica Newton

Jessica Newton

Administrative Assistant

Robert J. Simmons

Robert J. Simmons

Administrative Assistant

Jennifier L. Guidry

Jennifier L. Guidry

Administrative Assistant

Megan E. Deroche

Megan E. Deroche

Administrative Assistant

Monique LaPorte

Monique LaPorte

Administrative Assistant