Marty was called to this unbelievable opportunity to serve people as a Financial Planner after first having a 25-year career in engineering. He is a Wealth Management Advisor and CERTIFIED FINANCIAL PLANNER™ (CFP®). 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 retirement without worry.” He has proudly been married to Julie for 31 years and has two adult servant children in Andy, a Catholic priest, and Emily, an awesome mother of Marty’s grandchildren. Together, they all love dogs, fishing, hunting, biking, 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 retirement planning and wealth management. David and his wife Becky have been married for 15 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 and has been working in the financial services industry since 2016. He is licensed with Series 6, 63, and 7. He works with clients ranging from young professionals to retired. He loves this line of work because he gets to help people from all backgrounds improve their financial lives. In his own words, “Everyone has the capacity to be efficient with their resources, and to optimize their future outcomes. It happens one good decision at a time.” When Michael is not working, he enjoys grilling, hosting friends, and spending time with family. He has a wonderful wife and two beautiful children. Michael proudly serves on the board of directors for the ABC Pregnancy Resource Center as the Vice President.
Jacob is an Associate Wealth Management Advisor. 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 in-depth analyses that aide in developing planning strategies for our clients’ most unique and everchanging needs. “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, music, 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.
Maria is an Associate Financial Representative and leads the Investments 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.
Amber is an Associate Financial Representative and leads the Insurance Operations at the firm. She is a McNeese State University graduate majoring in Family & Consumer Sciences and minoring in Marketing. Amber is the Past President of Fusion Five Young Business Professionals organization. She is married and has five children. When Amber is not working or volunteering, she enjoys spending time on the family farm relaxing. Two of Amber’s favorite past times are shopping and eating. Amber is passionate about being part of team that is driven to seek the needs of their clients to build a long-standing plan for future generations.
Morgan is an Associate Financial Representative and Operations Specialist. She handles the firm’s client scheduling. She is a SOWELA graduate majoring in Office Systems Technology. Morgan and her husband, Dante, have been married for two years and happily live in Lake Charles. When not at work, Morgan enjoys traveling, fitness and spending time with family and friends. “I am proud to be a part of a growing team that strives to give their clients the best experience.”
Janice is an Operations Specialist and assists in Investments Operations. She is a SOWELA graduate majoring in Computer Systems Coordination. Janice is married with four children and is a member of Victory Worship Center in Sulphur. She is also a volunteer with Embrace Grace Ministry and Flourish Conference. In her spare time, Janice enjoys gardening and completed the LSU Agriculture Center Home Gardening Course. Other than spending time outdoors, she enjoys coffee and spending time with family. Janice hopes one day to hike the Appalachian Trail!
Anna is an Associate Wealth Management Advisor, helping people articulate their financial goals and then develop and implement a plan to achieve them. Anna joined our team after teaching mathematics at Sam Houston High School in Moss Bluff, LA for six years. Anna says “Teaching teenagers math is a lot like helping adults with their finances. Math and money are stressful topics for many. My goal is to come alongside and alleviate some of that stress, help people build confidence in this area of their lives, and cheer them on as they progress!” As a Financial Planning Specialist, Anna aids our firm’s advisors in providing our clients with detailed financial analyses that are tailored to clients’ specific financial needs and values. Anna and her husband Andrew welcomed their son Brooks in 2021. Anna enjoys spending time with her beautiful family, walking their golden retriever Ellie, vacationing to Disney World, and organizing everything in sight.
