The Team
Trussell and Associates
Using our exclusive Confident Retirement® approach and our experience providing ongoing financial advice, we help clients find opportunities that may help reduce taxes over their lifetime and beyond. We consider options like Roth IRA conversions and other tax-free investments, tax-free college savings plans and charitable gift-giving, and strategies like tax diversification and tax-efficient withdrawals from retirement accounts. We want our clients to understand all their options to help them be free to live life brilliantly — today and in the future.

Our Advisors

Kirk Trussell

Kirk Trussell

Private Wealth Advisor

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Contact

thomas.k.trussell@ampf.com

985.853.0066

Designations

CFP®, MBA, ChFC®

Top Areas of Focus

  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Small Business

Education

Louisiana State University, BS, Electrical Engineering, Vanderbilt University, MBA, Finance, 1993

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Vanessa L Walker

Vanessa L Walker

Associate Financial Advisor

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Contact

vanessa.l.walker@ampf.com

985.853.0066

Designations

CRPC®

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Tim Sandman

Tim Sandman

Associate Financial Advisor

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Contact

timothy.x.sandman@ampf.com

504.846.5100

Designations

CRPC®

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Our Staff

April Blanton

April Blanton

Paraplanner
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Contact

april.m.blanton@ampf.com

985.853.0066

Qualifications

  • Series 7 & 66
  • LA life and health insurance
Belinda Dewey

Belinda Dewey

Administrative Assistant
Dustin LeRay

Dustin LeRay

Financial Planning Assistant
Sarah Lovell

Sarah Lovell

Client Service Specialist