Your Advisors
Your Advisors
Lisa Heath, CFP®, AIF®
337-265-2543
Lisa Heath has been helping clients reach their financial goals for over 30 years. As a Certified Financial Planner™professional (CFP®), she has the experience and knowledge needed to craft comprehensive financial plans for...
Grant Nelson, CFP®
337-265-2543
grantn@financialpartnersla.com
Grant has been in the financial services industry since 2016. He began his career with a well-respected insurance company. As a Certified Financial Planner™ professional (CFP®), Grant focuses on providing clients with...
Howard Schoeffler, CPA
337-265-2543
howards@financialpartnersla.com
Phillip LeBlanc, CPA
337-265-2543
phillipl@financialpartnersla.com
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...
John P. Briley, CPA
337-265-2543
John Briley specializes in helping business owners and entrepreneurs accelerate the growth of their business and revenue through comprehensive business management, tax planning, and accounting techniques and technology. As a business...
Paula P. Prejean, CPA
337-265-2543
paulap@financialpartnersla.com
Paula P. Prejean specializes in business consulting and management, start-ups, accounting services, tax and financial planning. With a service-oriented and teaching focus, she helps businesses and individuals implement policies and...
Catherine Boudreaux, AIF®, CRC®
337-265-2543
catherineb@financialpartnersla.com
Catherine Boudreaux is a client service administrator for Financial Partners of Louisiana. Her inviting and friendly nature makes clients feel at ease when they walk through our doors. She also assists with compliance related issues...