Naquin Wealth Planning Team

Every client is unique. We tailor our approach to suit the individual needs and leverage teamwork to create an outstanding experience for all our clients. 

Naquin Wealth Planning is dedicated to creating a sincere client experience and believes that the cornerstone of that experience is service. Together, we create a dynamic team that can facilitate your comprehensive planning needs. 

Meet with Naquin Wealth Planning

Naquin Wealth Planning Team

Get to know my dedicated team

Photo of Wealth Management Advisor and CEO Kelly Naquin Anderson

Kelly Naquin Anderson

LUTCF®, CLU®, ChFC®, RICP®

Wealth Management Advisor and CEO

Welcome! My team & I take an integrated approach to all facets of your financial planning. We help you & your loved ones strategically achieve & protect your goals through all life stages. Whether facing retirement or just kicking off a career, our clients are accomplished professionals and business owners that value expert advice to complement, streamline, & enhance their current planning.
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Gretchen M Naquin

Associate Financial Representative

Michele Naquin is an Associate Financial Representative with our team and is a state-licensed insurance agent. Michele coordinates with clients completes applications and assists in servicing needs. Michele has been a part of Kelly’s team since 2017, and a part of Kelly’s family since 2007. She is a mother of three children and one furry dog. When she is not cheering at the pool or soccer field, she enjoys taking care of her family and yours.
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Joanna McBride

Director of Marketing and Business Operations

Joana McBride is originally from Natchez, Mississippi, but attended high school at Parkview Baptist in Baton Rouge. She is currently a Junior at Louisiana State University (LSU), majoring in International Studies with a focus on Global Diplomacy.

As the Director of Marketing and Business Operations, Joana oversees new business development, conducts market research, provides professional assistance, presents findings, and develops new strategies.

Outside of work, she enjoys spending time with her family through activities like cooking and bike riding. Joana also loves taking her dog Steele for walks and to the park.

Joana's academic dedication, business acumen, and strong family values make her a standout in both her community and professional endeavors.

Network of Dedicated Specialists

Network of Dedicated Specialists 

I often collaborate with fellow advisors throughout Northwestern Mutual as we help each other, share ideas and common values, and leverage each other's talents to help you achieve your personal dream of financial security.

Photo of Private Wealth Advisor Marty DeRouen

Marty DeRouen

CFP®, ChFC®

Private Wealth Advisor

Hi, I'm Marty DeRouen, CERTIFIED FINANCIAL PLANNER® professional and Wealth Management Advisor. My practice is focused on, but certainly not limited to, retirement planning and investment management. Please let me know how my team and I can be of assistance to you.

Photo of Financial Advisor Walter R. Hull

Walter R. Hull

Financial Advisor

My goal is to assist my clients in identifying their needs and objectives by finding out who they are and what they feel is important. I believe that achieving financial objectives comes through utilizing time-tested strategies and making the best use of the tools available. By helping others better understand fundamental financial principles and the tools available to meet their goals.
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.
Photo of Growth and Development Director Anitra Nicole Blue-Francis

Anitra Nicole Blue-Francis

LUTCF®, CLU®, ChFC®, RICP®

Growth and Development Director

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 Managing Director Benjamin Ross Wheeler

Benjamin Ross Wheeler

CLU®, LUTCF®

Managing Director

My team and I will deliver a concierge-style of service to help you achieve your financial goals. We take time to get to know each client on a personal level, and will help you implement a strategic plan for long-term success.
Photo of Disability Income Specialist Rob H. King III

Rob H. King III

WMCP®, CLU®, CLTC®

Disability Income Specialist

Going on 20 years at Northwestern Mutual, Rob has learned when you help one, you help many. Rob’s team focuses on creating an actionable plan that will help bring you and your family financial security and enjoy the process as you reach your financial goals. Rob is here not only to benefit you, but your family and your community.