About Us

Working with Us  
Our Commitment to You  

Meet Our Team

Breaux G. Nader, CFP

Senior Financial Advisor
Senior PIM Portfolio Manager

Brandon Hurley, MBA

Senior Financial Advisor

Kevin Knobloch, CLU, ChFC, CFP

Senior Financial Advisor

James A. Poché III, CIMA

Senior Financial Advisor

Shaun A. Burns, CFP

Senior Financial Advisor

Rita Lessard

Senior Registered Client Associate

Kathleen W. Kilpatrick, FPQP™

Senior Registered Client Associate

Maria L. Landry

Senior Registered Client Associate

Jackie P Honeycutt

Branch Administrator
Senior Registered Client Associate

Why Invest With Us

Why Invest With Us

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Why Invest With Us