Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.

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Team photo for Tactical Asset Management
Team photo for Tactical Asset Management

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Our advisors

Advisor photo for Joshua Perello

Joshua Perello

APMA®, AIF®

Financial Advisor

Learn more about Joshua Perello Visit Joshua Perello's website
Advisor photo for Ryan Blair Stewart

Ryan Blair Stewart

MBA, RICP®, APMA®

Financial Advisor

Learn more about Ryan Blair Stewart Visit Ryan Blair Stewart's website


Our team

Catherine Taylor

Catherine Taylor

Client Service Coordinator

Cherelle Meche

Cherelle Meche

Client Service Specialist

Heather Thibodeaux

Heather Thibodeaux

Office Manager