Team
Leo Pitre, MBA, CFP®, CEP®
Managing Partner
985-227-7115
Leo oversees the entire financial planning process as well as liability management for clients (continues ...)
William S. Bordelon, Jr.
LPL Financial Advisor
985-227-7115
Will graduated from Louisiana State University in 2011 with a Bachelor's Degree in Finance (continues ...)
Sheila LeBlanc
LPL-Registered Administrative Assistant
985-227-7115
Sheila LeBlanc has been in the banking and financial planning business for over 30 years (continues ...)
Trevor Talbot
Financial Advisor
985-227-7115
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....
Taylor Kraemer
Receptionist/Administrative Assistant
985-227-7115