Team

 

Leo Pitre, MBA, CFP®, CEP®

Managing Partner

985-227-7111

985-227-7115

leo.pitre@lpl.com

Leo oversees the entire financial planning process as well as liability management for clients (continues ...)

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William S. Bordelon, Jr.

LPL Financial Advisor

985-227-7114

985-227-7115

william.bordelon@lpl.com

Will graduated from Louisiana State University in 2011 with a Bachelor's Degree in Finance (continues ...)

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Sheila LeBlanc

LPL-Registered Administrative Assistant

985-227-7114

985-227-7115

sheila.leblanc@lpl.com

Sheila LeBlanc has been in the banking and financial planning business for over 30 years (continues ...)

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Trevor Talbot

Financial Advisor

985-227-7111

985-227-7115

trevor.talbot@lpl.com

Trevor L. Talbot started his career in the financial services industry in 2003 with American Express Financial Advisors(now Ameriprise) in Baton Rouge, LA where he received extensive training in financial planning. He later joined J.P....

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Taylor Kraemer

Receptionist/Administrative Assistant

985-227-7111

985-227-7115

taylor.kraemer@lpl.com

Taylor Kraemer, Receptionist/Administrative Assistant, graduated from Thibodaux High School in 2014. After graduation, Taylor started her career in office administration with a local business in Thibodaux and worked there for 5 years....
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