Louisiana Meet The Team

We currently do not have a local office in your state but do have professionals that can service your area. Please give us a call at 877-549-7526.

Also Licensed in Louisiana

Edward Nelson*, MBA

Senior Managing Partner; Investment Advisor

Marquis Chachere

Financial Advisor

Joe Bradley*, FSCP

Financial Professional

Chris Simich

Managing Partner

Gary Braswell

Financial Professional

James Allison Jr.*, ChSNC

Financial Advisor

Michael Wimmer, USMC – Ret.,CFP®

Financial Advisor

Robert Strange

Managing Partner

Robert Lee*, MBA, CLF

Partner

Terry Anderson*, LUTCF

Registered Representative

Jeffrey Hendrix*

Registered Representative

Dr. Gregory McBride*, PhD

Investment Advisor Representative

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If You’re Ready to Have a Conversation, We’re Ready to Help

Contact us today to learn how we have helped hundreds of individuals and families find the financial independence they sought by delivering services and products tailored to their distinct needs, goals and circumstances.

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