Putting
people first.
Get to know our leadership team
Leadership at the Baton Rouge office is dedicated to doing good for our clients, employees and community.
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.
As a financial advisor, my focus is not on insurance or investments alone, but rather bringing them together into one picture. My mission is centered around giving individuals financial advice in the most unbiased fashion to help ensure financial security in every facet of their planning. I provide solutions...
As a financial advisor, my focus is not on insurance or investments alone, but rather bringing them together into one picture. My mission is centered around giving individuals financial advice in the most unbiased fashion to help ensure financial security in every facet of their planning. I provide solutions from the most complex investment situations to the most basic insurance or investment needs.
Katherine Dantin
Director of Recruitment and Development
Mimi Aycock
Director of Operations