Our Experts

LEAD ADVISOR

Shawn DeFoe

Serves as Lead Advisor and CEO.

OFFICE MANAGER

Clara Chong

Serves as Office Manager and oversees human resource and compliance activities.

Telephone: +1(337)73490973

WHY WE ARE DIFFERENT?

WE ARE ALWAYS FIDUCIARIES

That means our experienced and credentialed advisors are required by law to always act in your best interest. No exceptions!

WE BUILD A PORTFOLIO WITH YOU

We take an inclusive approach to planning, which allows us to design a portfolio specifically suited to your personal financial situation.

OUR FEES ARE SIMPLE AND TRANSPARENT

Our financial advisors never earn commissions or hidden fees on your investments.

WE AVOID CONFLICTS OF INTEREST

We never sell proprietary investment products. In fact, we don’t even have them.

Join our team!

Thank you for your interest! Please fill out the form in the contact section to inquire about opportunities in our company.