Meet the Team

I am grateful to have dedicated team members and mentors who are also committed to providing exceptional service for my clients. Together, we deliver unparalleled experiences to those we work with, ensuring their financial goals are met with precision and care.

Dedicated Specialists

Photo of Wealth Management Advisor Jeffrey Ryan Goldberg

Jeffrey Ryan Goldberg

LUTCF®

Wealth Management Advisor

Jeff Goldberg graduated with honors in finance and moved to New Orleans in June of 2007. He immediately fell in love with the city, its culture, and Northwestern Mutual. His mission is to be at the center of his clients lives in planning for their financial future.

Photo of Financial Advisor Matthew J Berault

Matthew J Berault

CLTC®

Financial Advisor

Photo of Wealth Management Advisor Anitra Nicole Blue-Francis

Anitra Nicole Blue-Francis

LUTCF®, CLU®, ChFC®, RICP®

Wealth Management Advisor

I began my career in 2007 while studying finance at Louisiana State University. I impact the lives of the people you love the most. I bring consistency, accountability and knowledge to your plan. My prayer is to impact the lives of the people I encounter and that their ears and hearts are open to the planning that is best for their future.

Photo of Financial Advisor Lauren Willis

Lauren Willis

RN

Financial Advisor

I specialize in enriching lives, fulfilling dreams, and securing futures. I bring world-class financial planning by not only focusing on the here and now but goals an dreams as well. My team and I focus on building long-term relationships with our clients to serve them comprehensively year in and year out.

Photo of Financial Advisor Rebecca Marie Gustafson

Rebecca Marie Gustafson

CFP®, CAP®, CLU®, RICP®, CASL®

Financial Advisor

My husband Will, our sweet baby boy Kieran and our giant pup Ray are building a purposeful and beautiful life in New Orleans. For over 14 years I have helped my clients to find confidence & clarity with their financial planning. I am a recent graduate of the Goldman Sachs 10,000 Small Business Program, and president of The Power of Women.