Mission Statement:

Helping Provide The Financial Security, Confidence, and Peace of Mind You and Your Family Deserve Through All Stages of Life.

Core Values:

Accountability--We will work with you every step of the way to prioritize your goals and help you follow through on your financial commitments.

Integrity--We will always have our clients’ best interests at heart in every action taken and service delivered.

Competence--We are committed to attaining and maintaining an adequate level of knowledge and skill, and applying that knowledge and skill when providing services to clients.

Education--We will take the time to educate you about the decisions you face and help you make an informed decision. You should understand our recommendations and why we are making them and you should feel comfortable with them at the end of the day.

Objectivity--Objectivity requires intellectual honesty and impartiality. We will work with you to help you avoid emotionally driven decisions and be there for you in times of need.

Client Centered Focus--We work with you to understand your financial goals and then develop a customized plan to help you reach those goals in addition to bringing order to your financial life.


Our advisors

Ray Trosclair

Ray Trosclair

CFP®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Ray Trosclair Visit Ray Trosclair's website
Kristin Parrish

Kristin Parrish

Associate Financial Advisor

Learn more about Kristin Parrish Visit Kristin Parrish's website
Jordan R Trosclair

Jordan R Trosclair

APMA®

Financial Advisor

Learn more about Jordan R Trosclair Visit Jordan R Trosclair's website

Our team

Nicole Barbour

Nicole Barbour

Operations Director

Qualifications

  • Nicole joined our practice in August of 2017
  • She is a 2002 graduate of Louisiana State University where she received her degree in General Business
  • Series 6, 7, and 65 licenses
  • Louisiana Life, Health, & Disability & Variable Contracts license

Roles & Responsibilities

  • Client service
  • Day to Day Operations
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