Phillip LeBlanc is a Certified Public Accountant (CPA) specializing in tax planning, business structuring and transactions, and investment advising. His skills help small businesses run at peak efficiency and allow them to experience greater times of prosperity. Phillip also works with individuals, creating financial plans, providing insurance advice, and educating clients on financial matters.
Phillip graduated from the University of Southwestern Louisiana with a bachelor's degree in Business Administration. In addition to being a CPA, he holds FINRA Series 7 and 66 licenses, as well as insurance licenses to better serve his clients. These various licenses and rich experiences have made Phillip an invaluable asset to our team.
When he's not guiding others to exceed their financial goals, he likes spending time with family, watching sports and volunteering.
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