About Us

Meet Our Team

Eric Stevens

Eric Stevens

Senior Financial Advisor
James Guilbeaux Jr.

James Guilbeaux Jr., AIF®

Senior Financial Advisor
  • Series 7, 63 & 66 Registered
  • Accredited Investment Fiduciary 
  • Life and Health Insurance licensed
  • B.S. Business Management, McNeese State University
Away from the office

James loves to travel and has journeyed to England, France, Germany, Mexico, and many parts of the United States. He also has a passion for music. He plays the guitar, sings, and on occasion can be heard performing around town. An active person, he enjoys playing golf, soccer, running, scuba diving, and snow skiing, kayaking, camping, biking, and hiking.

James is a proud father to his daughter Celia.  Celia is a senior in high school but, through the local school board STEPS Program, is attending McNeese State University to complete her senior year and is taking courses with the direction of becoming a marine biologist.

Marlo Granger

Marlo Granger

Client Associate

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