The Team

Our Advisors

Troy G Macaluso

Financial Advisor

More about me...

Designations

CFP®, Ph.D., ChFC®

Top Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Estate Planning Strategies

Education

Ph.D. - 1995 - University of New Orleans, New Olreans, LA, M.S. - 1993 - University of New Orleans, New Orleans, LA, B.S. cum laude - 1990 - Louisiana State University, Baton Rouge, LA
AR License #703895

VISIT MY WEBSITE

Charla M Bouchie

Charla M Bouchie

Financial Advisor

More about me...

Designations

CFP®

Top Areas of Focus

  • Family Finances
  • Retirement Plan Distribution
  • Tax Planning Strategies

Education

Bachelor of Science in Finance, University of New Orleans, 1988
CA Insurance #0M93015

VISIT MY WEBSITE

Our Staff

Lynn Williams

Office Manager