We’re an independent financial firm in Slidell, LA. Our team consists of six financial advisors and three support staff. Together, we have over 100 years of collective experience. Since our beginnings, we’ve been serving the northshore and southshore of Lake Pontchartrain, and even though we have clients throughout the country, community remains a core component of what we do. We work hard to lift up our neighbors and create prosperity not just for our clients, but also for the community surrounding us. We view your money as a tool that helps you build the life you want. Through education, consultation, and expert analysis, we give you what you need to use that tool effectively.