Broker Check

Associates

Keith Gillies

Keith M. Gillies, CFP

Managing Principal Corporate Benefits

(985) 652-7702

(985) 653-0182

Luke Trosclair

Luke Trosclair, CFP

President & Managing Principal, Wealth Management

(985) 652-7702

(985) 653-0182

Deborah  Fortenberry

Deborah Nebel Fortenberry, ASC

Chief Administrative Officer

(985) 652-7702

(985) 653-0182

Codi Gaubert

Codi Gaubert

Executive Assistant

(985) 652-7702

(985) 653-0182

Jennifer Gerarve

Jennifer Gerarve, CFP

Vice President, Financial Planning

(985) 652-7702

(985) 653-0182

Blake Gillies

Blake Gillies

Sr. Vice President

(985) 652-7702

(985) 653-0812

Linda  McMahon

Linda McMahon

Executive Assistant

(985) 652-7702

(985) 653-0182

Steven  Ruiz

Steven Ruiz

Financial Representative

(985) 888-6101

(985) 888-6103

Paula Soileau

Paula Soileau

Executive Assistant

(985) 652-7702

(985) 653-0182