P&W Financial Group
Chase Patrizzi
Partner and Co-Founder
Live a Life Uncommon
Your Planning Team
Our clients are free to invest their time and energy in their most essential priorities because they have confidence that our team is delivering on our promise. Please let one of our team members know if you need to schedule an appointment or request any other service. We will respond promptly.
Gates P Willson
Partner
Gates strives to positively impact individuals across the Southern Region by educating them on the importance of financial planning, building a healthy relationship with money, and effectively planning for the future.
Gates partnered with Chase Patrizzi in 2021 and together they formed Patrizzi & Willson Financial Group with a common goal of helping their clients live a life uncommon.
Haley Sanders
Director of Operations and Client Service
As our Director of Operations & Client Services, Haley keeps everything running smoothly. With her passion for our team and enthusiasm for helping others, she truly enjoys interacting with our clients, scheduling appointments for them, and providing any servicing needs they may have. Her servant mentality has made her invaluable to us, and even more so, to our clients.
Katy Dugal Simpson
Chief Marketing Officer
Katy has been with Northwestern Mutual since 2015 and is the Chief Marketing Officer for Louisiana and Mississippi. She has always had a passion for enhancing the client experience and for developing tools that demonstrate the value a firm brings. In her role with our firm, Katy handles all of our digital marketing, social media, client materials and ensures our firm's brand is in alignment with our mission, values, and vision.
Local Partners
Patrizzi & Willson Financial Group partners with advisors across the entire southern region. Many clients value our integrated approach to comprehensive financial planning and investment management.
Bryant C Boudreaux
CFP®, RICP®
Financial Advisor
As you can tell by my last name, I was born and raised near the bayous in New Orleans, LA & I'm a proud graduate of LSU with a degree in International Trade & Finance. I aim to provide the best service possible while truly helping my clients create a vision & a unique strategy for how to achieve that vision. I specialize in working with medical professionals and young professionals & families.
Gavin Lee Filasek
Partner and Wealth Management Advisor
Gavin is an experienced Financial Advisor in the Baton Rouge Office. Gavin offers his clients expertise in a variety of areas and respect earned from 12 years of experience in the industry. Gavin focuses on implementing unique plans that are personalized for each individual involving insurance, estate planning, portfolio allocation & tax efficiency.
Nicholas Fiorito
Managing Director
The mission of Nick and his team is to help each client and family they work with to leave their greatest legacy. In this process, they aspire to make a positive impact on the lives of the individuals they encounter each & every day and to honor God in all that they do.