Our team works hard to provide outstanding service to our clients. Capable and dedicated, they take great pride in providing each and every client with the best possible support. We believe a team approach with personalized service can best accomplish this mission.
Sheri Gondolfi, Investment Executive
The best way to portray Sheri's role is to imagine "Service" as her middle name. She handles client service and requests, including the administrative functions essential to make a new client's transition to our office an easy one. Sheri also has her Series 7 and graduated with her Finance Degree from the University of New Orleans.
Therese Bourgeois, Client Service Manager
Highly organized, Therese handles the office's operations in an efficient manner. She is intent on making your connections with our office satisfying and enjoyable. After 17 years with our practice, Therese is attuned to listening to clients and resolving any needs or concerns.
Matt Smith, CERTIFIED FINANCIAL PLANNER™
For more than 5 years Matt has provided our clients with portfolio and investment research, as well as maintaining many model portfolios we offer. As a CERTIFIED FINANCIAL PLANNER™ professional Matt helps provide our clients with retirement and financial planning strategies, to help them achieve their goals. Matt graduated from UNO with an MBA in Finance, and he enjoys keeping us up-to-date on the latest market trends and technology. Matt is certified as a CFP® professional, and holds a Series 7, General Securities License. This qualifies Matt to process trades with all types of corporate securities, excluding commodities and futures.
Vicki Tramonte, Office Administrator
Vicki serves as the team's office administrator and brings 20 years of experience in the financial world to this position. She will ensure that day-to-day administrative functions run smoothly and efficiently. Vicki is looking forward to working with each of you and renewing old friendships as well as creating new ones.
Our service team is always available to answer your questions Monday through Friday from 8:30 A.M. to 5:00 P.M. CT.