Our Team

Anna joined the team in August 2015 as the Administrative Manager and the Marketing & Event Coordinator. She was promoted to Operations Manager in August of 2019. She brings with her over 15 years of Executive Assistance and Office...

Logan has been in the financial services industry for over 20 years and became a Certified Financial Planner™ in 2009. His focus is helping both individual and business clients with savings goals, retirement planning, and...

Michael began his financial services career in 2001 and focuses on personal financial planning for retirement, investments, protection planning, retirement income strategies, education funding and tax management strategies. Michael...

Patrick was born and raised in Baton Rouge, Louisiana. He is a graduate of Louisiana State University where he received a B.S. in Business Administration and Finance. He also obtained his Masters Degree in Sports Administration and...

Ray has provided financial advice to his clients since 2000. He is an LPL Branch Manager, LPL Registered Principal, and the firm’s Managing Partner, having earned FINRA securities registrations Series 7 and 24 (held with LPL...