Phillip LeBlanc is a Certified Public Accountant (CPA) who brings both expertise and enthusiasm to helping clients achieve their financial goals. He specializes in tax planning, business structuring and transactions, and investment advising, working closely with small businesses to help them operate efficiently and thrive. Phillip also enjoys partnering with individuals and families to create personalized financial plans, provide sound insurance guidance, and make complex financial topics easy to understand.
A proud graduate of the University of Southwestern Louisiana, Phillip earned his bachelor’s degree in Business Administration before pursuing his professional designations. In addition to being a CPA, he holds FINRA Series 7 and 66 licenses, along with insurance licenses that allow him to offer well-rounded, comprehensive advice. His diverse background and commitment to excellence make him a valued and trusted member of the team.
Outside of work, Phillip enjoys spending time with family, catching a good game, and giving back through volunteer work. Whether in the office or the community, he’s driven by the same goal — helping others find confidence and success in every season of life.
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