My Story

Born and raised in Monroe, Louisiana, I began my journey toward financial empowerment at the University of Louisiana at Lafayette. After nearly a decade as a top-performing sales executive, I followed a calling to serve my community through financial education and long-term wealth building.

Today, I help individuals and families create personalized financial strategies that support generational stability and freedom. I’m especially passionate about closing the wealth gap and empowering underserved communities through education, mentorship, and action.

Beyond the office, you’ll find me volunteering at local boxing gyms, mentoring youth, or staying sharp with hobbies like cooking, reading, and solving puzzles. Whether I’m in the ring or in a client meeting, I bring the same focus, discipline, and commitment to every challenge.

The most fulfilling part of what I do? Watching my clients realize their goals and knowing I’ve played a part in their journey toward lasting success.

Get to know my dedicated team

Each of us are committed to providing exceptional service. If you need to schedule an appointment, request service, or have a question about a policy or account, please don't hesitate to contact us.

Photo of Financial Planning Associate Emily Michelle Cook

Emily Michelle Cook

Financial Planning Associate

Photo of Financial Planning Associate Stephanie Smith

Stephanie Smith

Financial Planning Associate