Our Experts

LEAD ADVISOR

Shawn DeFoe

Serves as Lead Advisor and CEO.

OFFICE MANAGER

Holly Cure

Telephone: +1(337) 254-5612

ADMIN ASSISTANT

Michael Revere

Telephone: +1(337) 278-6119

AFTER HOURS SALES SUPPORT

Keelan Finney

COMPLIANCE ASSISTANT

Clara Chong

Oversees human resource and compliance activities.

Telephone: +1(337) 349-0973

ADMIN ASSISTANT

Haileigh Wyles

Telephone: +1(337) 399-1077

IN HOUSE IT SPECIALIST

Peyton Revere

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.