With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
Alex joined our Metairie office in 2021.
B.S. - Finance - Louisiana State University - Baton Rouge, LA
Donelle joined our Mandeville office in 1996.
Lisa joined our Metairie office in 2019.
Will joined our Metairie office in 2021.
B.S. - Finance, Financial Planning - University of New Orleans - New Orleans, LA
Kelli joined our office in The Villages, FL in 2020.
Graduate Certificate - Accounting - Kaplan University - Davenport, IA
M.S. - Business Administration - 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.
M.B.A. - Florida Institute of Technology - Melbourne, FL
B.A., Mathematics - Louisiana State University - Baton Rouge, LA
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