Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.
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Marisa joined our Luling and Metairie offices in 2025.
Donelle joined our Mandeville office in 1996.
Lisa joined our Metairie office in 2019.
Kelli joined our office in The Villages, FL in 2020.
Graduate Certificate - Accounting - Purdue University Global - Davenport, IA
MBA - Iowa State University - Ames, IA
B.S. - Accounting - University of Wyoming - Laramie, WY
Lalonnie joined our Luling office in 2017.
Lauren joined our Luling office in 2015.
B.S., Nursing Sciences - Louisiana State University Health Sciences Center - New Orleans, LA
Mabel joined our Mandeville office 2003.
Lockheed Martin (Michoud Assembly Facility), Development Operations Engineer, 1973–2002, Louisiana & Mississippi
MBA - Florida Institute of Technology - Melbourne, FL
B.A., Mathematics - Louisiana State University - Baton Rouge, LA
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