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Team

  

Our experienced professionals have helped many people just like you with similar issues and concerns. We can help you create an approach that is designed to address your individual situation.

 
Clay Kearney

Clay Kearney

Partner | Wealth Advisor

(504) 522-4442

(504) 522-4443

Philip Garrett

Philip A. Garrett Jr.

Partner | Wealth Advisor

(504) 522-4442

(504) 552-4443

Roy Spinks

Roy G. Spinks Jr.

Partner | Wealth Advisor

(504) 522-4442

(504) 522-4443

Claiborne Perrilliat

Claiborne Perrilliat

Partner | Wealth Advisor

(504) 522-4442

(504) 522-4443

Karen Stevens

Karen Stevens

Client Service Associate

(504) 522-4442

(504) 522-4443

Lindsay Pastor

Lindsay Pastor

Client Service Associate

(504) 522-4442

(504) 522-4443

Gina Daigle

Gina Daigle

Client Service Associate

(504) 522-4442

(504) 522-4443