About Us

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Meet Our Team

  • Andre Theriot
    Andre Theriot

    Andre Theriot

    Senior Financial Advisor

    • Series 7 – General Securities Representative
    • Series 9 & 10 – General Securities Sales Supervisor
    • Series 63 – Uniform Securities Agent State Law Exam
    • Series 65 – Investment Advisory Agent
    • Life and Health Insurance Licensed
    • Variable Annuity Licensed
    Services
    • Wealth Management
    • Retirement Asset accumulation and distribution services
    • Estate Planning Strategies
    Honors & Recognition

    Former Hammond Rotary Club President, Rotarian of the Year and Paul Harris Fellow

    Selected Five Star Wealth Advisor for the New Orleans Metro Region, 2013, 2014, 2015. This survey conducted by Five Star Professional, an independent third-party research firm, who received nominations from peers or firms in the New Orleans area and evaluated the nominees based on 10 objective criteria including client retention rates, client assets administered, firm review and favorable regulatory and compliant history. Five Star Wealth Managers represents less than 7% of the total wealth managers in the area. The Five Star award is not indicative of the wealth manager’s future performance. For more information: See http://www.fivestarprofessional.com/wm program

    Away from the office

    Andre spends his free time with his wife of 25+ years Annette who recently retired from dentistry along with children, Alexis (19) and Alex (17). He enjoys golf, gardening and traveling with family. He also considers himself an avid sports car enthusiast. Andre lives in Hammond, LA, and has been active in several community organizations over the years. Currently he serves on the Holy Ghost Catholic Church Finance Council.

  • Tom Mougey
    Tom Mougey

    Tom Mougey

    Senior Financial Advisor

    • Series 7 – General Securities Representative
    • Series 9 & 10 – General Securities Sales Supervisor
    • Series 66 – Uniform Combined State Law Exam
    • Life Insurance Licensed
    • Variable & Fixed Annuity licensed
    I have been active on the board of Child Advocacy Services. Away from work, I enjoy time with my wife of 35 years, Debbie, a school teacher. We have two children, Anne and John, and our newest family addition is our granddaughter, Rowan. I enjoy traveling and attending music events with friends & family.

  • Lisa Schillace McMillion
    Lisa Schillace McMillion

    Lisa Schillace McMillion

    Branch Administrator

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