Team

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

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

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

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....