Chad helps individuals and families build financial confidence through personalized planning. With broad certifications and a passion for service, he guides clients toward lasting security and meaningful goals.

Grant is a Certified Financial Planner™ (CFP®) who helps individuals, families, and business owners build confidence in their financial futures through clear, customized planning.

Lisa brings more than 30 years of experience to her work helping individuals, families, and small businesses turn their financial goals into reality. Known for her thoughtful approach and genuine care, she creates comprehensive plans...

Howard is a Certified Public Accountant (CPA) who specializes in income tax preparation and review, financial audits, and business valuations, helping clients understand their numbers and strengthen their businesses.

Phillip LeBlanc, CPA, helps clients reach their financial goals through tax planning, business structuring, and investment guidance, offering clear, well-rounded advice to individuals, families, and small businesses.

Paula 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...  

Regina, with 25+ years in financial services and a Series 7 license, blends expertise and care, managing operations and client needs with precision and care...

Stephanie is a proud Lafayette native with deep roots in the community. She graduated from St. Thomas More Catholic High School and went on to earn her bachelor's degree in Math Education from UL Lafayette. Stephanie’s unique blend of...

Andie ensures smooth, efficient operations through expertise in data, systems, and process improvement, supporting both our team and clients with accuracy, organization, and reliability.