Mission

We focus on enhancing the quality of our clients’ lives while bringing prosperity and blessings to those we serve.

Story

We have nearly 25 years of collective experience as trusted advisors to a select number of families and institutions. We are committed to helping you plan effectively, invest wisely, and map a course for your future years.

Core Values

  • Clients first, always
  • Trust and integrity
  • Commitment to excellence
  • Growth through continuous improvement
  • Fun, positive family culture

Meet the Team

We have built a strong foundation based on lasting relationships that span from generation to generation. We strive to give you and your family get the clarity, confidence, and advice necessary to plan for the responsible stewardship of your family’s wealth over generations.

Tonya Griffith, AAMS

Tonya Griffith, AAMS

    • First Vice President - Investment Officer

    With over two decades of experience in the financial services industry, Tonya helps her clients plan for major life events such as planning for their retirement, developing estate planning strategies, wealth transference, and much more. She has experience in helping clients navigate the complexities of investing using investment planning strategies designed to help you manage your wealth. Additionally, she is able to refer her clients to specialists at Wells Fargo Private Bank who provide discretionary investment management, private banking, trust, estate settlement and administration services, credit, and integrated wealth management services.

    Tonya was recognized as a Premier Advisor at the firm every year from 2012-2016, and was recognized again in both 2019 and 2020.* She is an accomplished public speaker and has been invited to speak at Barron’s Diversity Summit and 100 Black Men of America events. She also educates students at Historically Black Colleges and Universities about opportunities within the financial services industry. She currently serves on the Diversity and Inclusion work stream at the firm.

    Tonya earned a Bachelor of Science in Business degree at Southern University, Baton Rouge and holds the Accredited Asset Management SpecialistSM (AAMS®) professional designation.

    A life-long resident of Lake Charles, LA, Tonya raised two children – Courtney, who now works alongside her, and Maurice, who also works in the financial industry – with her husband, Maurice, Sr., a 34-year veteran of the petrochemical industry. Together, Tonya and her husband enjoy scuba diving, biking, skydiving, motorcycling, boating, and traveling. She volunteers her time and talent to the United Way of Southwest Louisiana.

    *The Premier Advisor distinction is held by a select group of Financial Advisors within Wells Fargo Advisors as measured by completion of educational components, business production based on either of the past two years, and professionalism. Additional criteria, including length of service, may also be used to determine recipients.

    Wells Fargo Private Bank offers products and services through Wells Fargo Bank, N.A. and its various affiliates and subsidiaries. Wells Fargo Bank, N.A. is a bank affiliate of Wells Fargo & Company.

    Wells Fargo & Company and its affiliates do not provide legal or tax advice. In limited circumstances, tax advice may be provided by Wells Fargo Bank N.A. Please consult your legal and/or tax advisors to determine how this information, and any planned tax results may apply to your situation at the time your tax return is filed.

    Brokerage services are offered through Wells Fargo Advisors. Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and separate non-bank affiliate of Wells Fargo & Company.

    Wells Fargo Bank, N.A. offers various advisory and fiduciary products and services including discretionary portfolio management. Wells Fargo affiliates, including Financial Advisors of Wells Fargo Advisors, a separate non-bank affiliate, may be paid an ongoing or one-time referral fee in relation to clients referred to the bank. The bank is responsible for the day-to-day management of the account and for providing investment advice, investment management services and wealth management services to clients. The role of the Financial Advisor with respect to Bank products and services is limited to referral and relationship management services.

    Courtney Griffith

    Courtney Griffith

      • Financial Advisor

      As a Financial Advisor, Courtney is dedicated to helping clients meet their financial needs. Her mission is to help clients plan for a financial future in a way that best meets his or her goals. Helping clients achieve their financial goals and realize their dreams is why she became a financial advisor.

      In her role on the Griffith Financial Group, Courtney manages the client/advisor relationship and delivers enhanced services to deepen client relationships, in addition to providing financial advice consistent with clients' goals and risk tolerance. This includes meeting with clients and assessing client investment profiles and evaluating their evolving investment needs during different life phases.

      Courtney earned a bachelor’s degree from McNeese State University, Lake Charles Louisiana.

      Away from the office, Courtney volunteers her time and talent for Big Brothers Big Sisters of Southwest Louisiana and Teen Connection of Lake Charles, LA. She enjoys motorcycling, biking, scuba diving, hiking, kayaking, reading, sports, and volunteering. Courtney has a beautiful German Shepherd who is loved by the nursing home residents she and her mother visit together.