With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
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She leads the (operational) heart of the practice, helping provide an organized, responsive client experience aligned with the firm’s commitment to planning. Her talent for turning complex workflows into smooth, dependable processes supports advisors so they can stay fully focused on clients. Her dedication to professionalism and service helps create an environment where clients feel supported and handled with care.
Over 25 years in financial services
Supporting clients and advisors since 2016, Carla brings a steady, detail-driven approach to client engagement. With more than 20 years in administrative operations and strong Microsoft Office expertise, she excels at problem-solving, meeting preparation, and streamlining workflows. Outside work, she enjoys time with family.
Over 10 years in financial services industry
20+ years in medical administration & client services
4+ years in energy industry regulation
After a long career in corporate order management, De was ready for something new and found her fit in client service. With a calm presence and eye for detail, she supports both clients and advisors with care and precision. Whether organizing behind the scenes or offering a warm welcome, De helps make client interactions smooth, thoughtful, and personal.
General administration and paralegal background
8+ years Workers' Compensation and insurance adjustor
6+ years in human resources
Client service in legal, military for over 20 years
3+ years in financial services industry
DeAnn brings over 18 years in financial services, starting with Ameriprise in 2001. Her work spans client service, operations, and compliance, marked by consistent, high-level support. Her deep understanding of financial processes makes her a vital resource. A proud mom of three sons, she enjoys time with her fiance, James, traveling to sporting events or relaxing by the beach.
Attended University of Louisiana at Lafayette in Elementary Education
Notary in the State of Louisiana
Evan has been with the practice since 2021 and transitioned to the trade desk in 2024, where he supports execution and operational accuracy in a fast-paced environment. With a strong background in business administration, accounting and financial services, Evan demonstrates a detail-oriented mindset, positioning him as a dependable resource for delivering high-quality support in critical areas.
Background in business administration
8 years in financial/bookkeeping in retail
5 years in financial services industry
Series 7
Series 66
He combines a passion for numbers, systems, and creative problem-solving with a growing foundation in financial operations. A former student of Louisiana Tech University, he brings working knowledge of industry processes and continues to build on that momentum. Known for his efficiency and creative thinking, his analytical mindset and enthusiasm for learning help to deliver thoughtful, accurate support behind the scenes.
Two years of educational background in instrumentation and control systems
Business administration education
Over 5 years in food management industry
Katie has been with the practice since 2021 and is known for her warm, personalized, and seamless experience with everyone she meets. She is a team associate that clients can rely on which serves as the foundation for genuine connections. Her three years living in Germany enriched her appreciation for people, culture, and meaningful relationships, which is the care that guides her client interaction each day.
5 Years of experience financial services
Background in client services
Kim is a retired teacher with a bachelor's degree in Education from Louisiana State University - Shreveport. After a 30-year career, she needed a new challenge and joined the practice. Kim works as a Client Service Assistant, creating detailed client meeting preparation for the advisors. She uses her organizational skills to ensure that advisors have all elements to provide a productive, positive experience with clients.
B.A., Elementary Education — Louisiana State University, Shreveport
As Business Development Manager, Lynne creates strategies that strengthen client relationships and support the firm's advisors. With 25+ years in marketing and operations and a background leading firm-wide initiatives, she is known for connecting with people and translating insights into practical solutions that enhance the client experience.
M.B.A., Marketing and International Business — University of Connecticut
Series 63
CRPC™ Chartered Retirement Planning Counselor™
BFA™ - develops and improves competencies necessary to help financial professionals and clients make better decisions throughout the financial planning process. (Behavioral Financial Advice)
Meghan brings a strong background in client service and administrative support. Her prior experience in an accounting firm helped her develop precision, organization, and a service-oriented mindset. She now applies those strengths to support both clients and internal operations with reliability, care, and attention to detail.
Payroll and client services industry for over 4 years
Financial services for almost 2 years
Sandra has been a part of the team since 2018, bringing more than a decade of prior experience in banking and insurance. Sandra enjoys spending time with her family and exploring local antique shops.
8 years in financial services, with more than a decade of banking and insurance
With background in customer service, and advanced graduate‑level studies in Psychology, she is committed to clear communication, strong client relationships, and effective operational support. Joining the practice in 2020 as her first role after completing graduate school, she now focuses on development, leadership, and organizational continuity. She's passionate about teamwork, projects and leading by example.
M.A. in Industrial/Organizational Psychology from Louisiana Tech University
5 Years of financial Industry experience
Sara is known for her attention to detail and a dedication to building thoughtful, well-structured financial plans. With a Bachelor of Science in Financial Services and more than twelve years in the industry, Sara possesses a deep technical understanding of financial planning and can translate complex concepts into clear, actionable plans for our clients.
Series 7 & Series 66
Health and Life Insurance
Bachelors of Science in Financial Services from Louisiana State University, Shreveport, LA
12+ years in insurance, accounts receivables
10+ years in financial services and financial planning
Sarah brings adaptability and a behind-the-scenes mindset to her role at the practice. Since joining in 2024, she has become a key support for advisors, keeping client information organized and helping clients along their financial journey. A graduate of Oklahoma Wesleyan University and Lyon College, she brings a structure, focus and professionalism to the client experience.
B.A., Business Administration (Finance) — Lyon College
M.B.A., Business Administration — Oklahoma Wesleyan University
Sarah leads people with one core belief: when a team feels valued, supported, and empowered, they show up at their best. From navigating tough conversations to building programs that promote growth, she’s passionate about cultivating a healthy culture. With experience that crosses industries and functions, from hands on operations, to people strategy, Sarah brings heart, structure, and a dash of humor to the workplace.
Master’s of Jurisprudence in Labor and Employment Law – Tulane University School of Law
Bachelor of Business Administration – Faulkner University B.B.A., Business Administration — Faulkner University
HR Certification Institute –Senior Professional in Human Resources
Society for Human Resource Management – Senior Certified Professional
Since 2013, Stafford has built a strong foundation in financial services through roles in planning, operations, and leadership. Graduating from Centenary College of Louisiana with a business and economics background, he brings both strategic insight and execution to practice initiatives. His focus on infrastructure and vision implementation helps strengthen operational alignment across the practice.
B.A., Business Administration (Finance), Minor in Economics — Centenary College of Louisiana
Chartered Retirement Planning Counselor (CRPC) Designation
Series 7, 66
Louisiana Life and Health Insurance License
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