Our advisors

Ray Trosclair

Ray Trosclair

Private Wealth Advisor

Learn more about Ray Trosclair
Kristin Parrish

Kristin Parrish

Associate Financial Advisor

Learn more about Kristin Parrish

Our team

Toni Troxclair

Toni Troxclair

Client Service Coordinator

Qualifications

  • Toni joined our practice in March of 2013
  • Over 20 years in Client Service

Roles & Responsibilities

  • Client Service
  • Scheduling Appointments
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Jordan Trosclair

Jordan Trosclair

Paraplanner

Qualifications

  • Jordan joined our practice in February of 2016
  • He is a graduate of Henderson State University where he received a degree in Marketing
  • He was also a member of the Henderson State baseball team
  • Series 7 licenses
  • Louisiana Life, Health, Disability & Variable Contracts Licenses

Roles & Responsibilities

  • Client Service
  • Financial Planning
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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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