Wesley Bouler, APMA®, MBA Partner, Wealth Advisor

New Orleans, LA (Metairie)

304-356-9314

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Joanna Craft Senior Client Service Associate

New Orleans, LA (Metairie)

504-356-9305

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Lori DeLaTorre Associate Financial Paraplanner

New Orleans, LA (Metairie)

504-356-9304

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Jayne W. Goertz Senior Finance Integration Manager

New Orleans, LA (Metairie)

504-356-9303

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Boyd Guy, DMin Salesforce Engineer

New Orleans, LA (Metairie)

504-358-3890

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Katy Hane Associate Financial Planner

New Orleans, LA (Metairie)

504-356-9308

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William Maisano, APMA®, CRPC® Partner, Wealth Advisor

New Orleans, LA (Metairie)

504-356-9315

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David Mire,  CRPC®, APMA® Partner, Wealth Advisor

New Orleans, LA (Metairie)

504-356-9313

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Rebecca Murray Senior Client Service Associate

New Orleans, LA (Metairie)

504-356-9309

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James Parrie, APMA®, CRPC®, CKA®, CBDA Partner, Regional Director

New Orleans, LA (Metairie)

504-356-9306

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Matt Rodrigue, APMA®, CRPC® Partner, Portfolio Manager

New Orleans, LA (Metairie)

504-356-9323

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SaraBeth Rogers Receptionist

New Orleans, LA (Metairie)

504-356-9327

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Ethan Simmons Staff Accountant

New Orleans, LA (Metairie)

504-356-9326

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Robert Simmons IT Support Analyst

New Orleans, LA (Metairie)

504-708-5597

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Charles Simmons,  CFP®, CKA®, ChFC®, CRPC®, APMA®, CAP®, CLU® Partner, Wealth Advisor

New Orleans, LA (Metairie)

504-779-7799

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Rachel Territo Administrative Assistant

New Orleans, LA (Metairie)

504-356-9328

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Garrett Ulmer, CFP®, APMA®, CRPC® Partner, Wealth Advisor

New Orleans, LA (Metairie)

504-356-9307

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Megan Ulmer Paraplanner

New Orleans, LA (Metairie)

504-356-9317

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Erin Vasseur, CRPC® Partner, Wealth Advisor

New Orleans, LA (Metairie)

504-356-9316

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Kelly Wiggins Administrative Assistant

New Orleans, LA (Metairie)

504-356-9325

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Jackson Young, CFA®, APMA® Trader

New Orleans, LA (Metairie)

504-356-9324

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