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

More about me...

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

Financial Advisor

Tim Sandman

Tim Sandman

Financial Advisor

Our Staff

April Blanton

April Blanton

Paraplanner
More about me...

Contact

april.m.blanton@ampf.com

985.853.0066

Qualifications

  • Series 7
  • Series 66
  • LA Life and Health Insurance
Dustin LeRay

Dustin LeRay

Paraplanner
More about me...

Contact

dustin.leray@ampf.com

504.846.5100

Qualifications

  • Series 7
  • Series 66
Sarah Lovell

Sarah Lovell

Client Service Specialist
More about me...

Contact

sarah.lovell@ampf.com

985.853.0066

Qualifications

  • LA Life and Health Insurance