Marty found this unbelievable opportunity to serve people after a 25-year career in engineering and eventually recognizing that he was being called to do this work. He is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. Marty’s focus and passion are squarely on retirement planning. “After all the time, effort and sacrifice people work through to finally reach this milestone, they so deserve to live the life they have envisioned and experience retirements without worry.” He has proudly been married to Julie for 29 years and has two adult servant children in Andy, currently in Seminary, and Emily, an elementary school teacher. Together, they all love dogs, fishing, hunting, biking, sailing, kayaking, and cows. Marty is formerly a registered Professional Engineer, an officer in the US Army Reserves, and a veteran of the Persian Gulf War.
David is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional. David is passionate about creating financial clarity for his clients through detailed planning with the intention of helping his clients worry less about money and enjoying the things in life that matter most! He has been in the business of helping our community with their financial needs for over a decade. Through the years, David has developed a reputation for his technical excellence in financial planning, investment management, and insurance planning. David and his wife Becky have been married for 12 years and they have three crazy children Joy, Whit, and Rhett. David is from Lake Charles and enjoys spending time with his family, enjoys outdoor activities, and loves LSU football.
Michael is an Associate Wealth Management Advisor. He is Series 6/63/7 licensed. He is passionate about this line of work because he enjoys helping people. In his own words, “I think everyone deserves the opportunity to set themselves and their family on a track towards financial success. I take satisfaction in being able to answer questions for our clients. I hope that I not only answer their questions but allow them to walk away with a better understanding of their individual situation”. When Michael is not working, he enjoys cooking, hunting, and spending time with family. He has a wonderful wife named Holly, a dog that thinks she's human, and Michael and Holly are expecting their first child.
Maria is an Associate Financial Representative and has the significant role of leading our operations. Her love for people and her passion for serving others have found their place in her career working with clients. When she’s not working, Maria surrounds herself with her nephews and family. She enjoys music, good food, and occasional pampering.
Kate is an Associate Financial Representative with the invaluable role of leading the way in creating a world-class experience for our clients. As the firm’s leader of Insurance Operations, Kate is our clients' personal guide from start to finish in the insurance application process and ongoing servicing. Kate wants clients to know that “client relationships and their satisfaction matter the most to us, and we value them like family”. Kate and her family moved to the Lake Charles area from Utah in August of 2017. She and her husband Ben have been married for seven years and stay more than busy chasing their twin toddlers around while trying to teach them to be good little humans.
Jacob is an Associate Financial Representative. He graduated from McNeese State University where he majored in Accounting and Finance with a concentration in Financial Analysis. His primary role in leading Planning Operations is to analyze client data by creating models and illustrations that help the firm’s clients understand and visualize the complexities of personal finance. “I am excited and honored to be a part of such an outstanding team. In my role I am able to help our clients meet their financial goals and have confidence in their future”. When not at work, Jacob enjoys general aviation, spending time with family, or building something in the garage. Jacob and his wife Elaine are proud residents of Lake Charles and look forward to advancing their careers and growing their family in this friendly and family-oriented community.