Steadfast guidance for your unique path in life

Whether you’re preparing for retirement, seeking a financial plan for your business or yearning to leave a lasting legacy, our experienced advisors can help get you there. We have deep roots in Louisiana, forging strong connections with clients by listening to their needs and providing objective advice. Discover financial guidance that fits your life, backed by the powerful resources of one of the largest independent financial services firms in the country.

Jude Huval
Managing Director, Investments
Complex Manager
Jenny Crafford Bernard
Complex Administrative Manager,
Southern Louisiana

Baton Rouge Branch

David Broussard
First Vice President, Investments
Financial Advisor
Lisa Westmoreland Collier
Managing Director, Investments
Financial Advisor
Matthew “Matt” Colvin, CFP®
Associate Vice President, Investments
Financial Advisor
Christopher “Chris” Crifasi, AWMA®
Vice President, Investments
Financial Advisor
Jason Fontane
Vice President, Investments
Financial Advisor
Charles “Philip” Guercio, AIF®
Vice President, Investments
Financial Advisor
Thomas Hyde
Senior Vice President, Investments
Financial Advisor
Stephen Miller
AMP - Financial Advisor
Rolfe Miller, AIF®
Managing Director, Investments
Financial Advisor
Thomas O’Connor
Managing Director, Investments
Financial Advisor
Richard Preis
Managing Director, Investments
Financial Advisor
Leo “Marc” Sanchez, AIF®
Managing Director, Investments
Financial Advisor
Gary Smith, CIMA®, CFA®, CPWA®
Managing Director, Investments
Financial Advisor

Baton Rouge Branch - Jefferson Hwy

Kyle W. Hawthorne, CFP®, J.D.
Financial Advisor
W. Bowen McRae, Jr., J.D., CRPC®
Senior Vice President, Investments
Roger Sullivan, Th.D.
Senior Vice President, Investments

Houma Branch

Blake Peter Bergeron, Jr., AAMS
Vice President, Investments
Financial Advisor
William “Colin” Seibert, WMS®
Senior Vice President, Investments
Branch Manager

Lafayette Branch

Dan Chassee, RICP®, CPFA
First Vice President, Investments
Financial Advisor
Frank Domino, CFP®, CPFA
Managing Director, Investments
Branch Manager
Louis Gary, CRPC®
Vice President, Investments
Financial Advisor
Scott Hollier, CFP®, RICP®, CPFA
Senior Vice President, Investments
Financial Advisor
Cory Lavergne, AAMS
Financial Advisor
Eric Leblanc
First Vice President, Investments
Financial Advisor
Henry Mayer, CFP®
Vice President, Investments
Financial Advisor
Jeff Roy
Associate Vice President, Investments
Financial Advisor

Mandeville Branch

Jude Huval
Branch Manager
James Farris
Senior Vice President, Investments
Financial Advisor
Claire Friedrichs, CPM®
First Vice President, Investments
Financial Advisor
Robert "Bob" Gardner
Financial Advisor
Wiley Gardner
Senior Vice President, Investments
Financial Advisor
Jerome “Rusty” Renaudin
Senior Vice President, Investments
Financial Advisor
Keith Steele
Associate Vice President, Investments
Financial Advisor
Peter "Pete" Steffens
Financial Advisor
John O. White
Senior Vice President, Investments
Financial Advisor

Mandeville Branch East

Frederick "Steve" Duncan, MBA
First Vice President, Investments
Forrest "Stephen" Duncan, AAMS®
Financial Advisor
Stephen J. Green
Associate Vice President, Investments
Alan Moore, CRPC®, MBA
First Vice President, Investments
Preston J. Perez
Associate Vice President, Investments

Monroe Branch

John Clausen, AWMA®
Branch Manager
Managing Director, Investments
Derek Daniels
First Vice President, Investments
Financial Advisor
Howard "Gil" Johnson
Financial Advisor
Ladd Sanderson
AMP - Financial Advisor
Jason Tiser
Financial Advisor

New Orleans Branch

Jude Huval
Managing Director, Investments
Branch Manager
Julie Alexander, AAMS®
Associate Vice President, Investments
Financial Advisor
Leonard Alsfeld
Managing Director
Senior Vice President, Investments
William Andrews
AMP - Financial Advisor
Leo Barros, CFA
Financial Advisor
Claudia Billeaud
Vice President, Investments
Financial Advisor
Bryan Bordelon
First Vice President, Investments
Financial Advisor
Stephen Daste
Financial Advisor
Omar El-Aazami
Omar El-Aazami
Vice President, Investments
Jon Emerson, JD
Financial Advisor
Douglas “Doug” Farge
Financial Advisor
Octave J. Francis III, CIMA®
Managing Director
Senior Vice President, Investments
Wilmer “Bill” Freiberg
Managing Director, Investments
Greggory “Gregg” Harris
Vice President, Investments
Financial Advisor
Meg Kaul, J.D., AAMS®
Financial Advisor
Willis "Andy" Lovell, CPWA®
Senior Vice President, Investments
William Michael Mann, Jr.
Financial Advisor
Christopher McLaughlin
Financial Advisor
William Miller
Financial Advisor Trainee
Christopher Montgomery, CIMA®
Managing Director
Senior Vice President, Investments
Rebecca Montgomery
Financial Advisor
Paul C. Morgan, CFP®, AWMA®
Vice President, Investments
Financial Advisor
William “Will” Nalty
Vice President, Investments
Nita “Renee” Pastor
Managing Director, Investments
Financial Advisor
Kevin Phillips
AMP - Financial Advisor
Justin Ranger
Associate Vice President, Investments
Financial Advisor
Andree Schneider
Financial Advisor