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.
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, General Securities Representative license, and recently graduated with her Business Degree from The University of New Orleans.
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 16 years with our firm, Therese is attuned to listening to clients and resolving any needs or concerns.
Matt assists with technical analysis along with report preparations for our meetings. Matt graduated from UNO with an MBA in Finance, and he enjoys keeping us up-to-date on the latest trends. Recently, he was certified as a Certified Financial Planner™ professional. He also holds a Series 7, General Securities License. This qualifies Matt to process trades with all types of corporate securities, excluding commodities and futures.
Check the background of this investment professional on FINRA's BrokerCheck
Vicki serves as the team's office administrator and brings 17 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.