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.
Kiley Huggins
Director of New Financial Advisor Support
In addition to being an advisor, Gustavo is responsible for growing a team of like-minded individuals to be successful Financial Representatives for our firm. He works diligently to mentor new representatives as they build their businesses. Balancing both of his roles he has been given a fantastic opportunity...
In addition to being an advisor, Gustavo is responsible for growing a team of like-minded individuals to be successful Financial Representatives for our firm. He works diligently to mentor new representatives as they build their businesses. Balancing both of his roles he has been given a fantastic opportunity to help more people than he ever imagined.
Taylor works to mentor new representatives as they build their businesses. In addition to being an advisor, he is responsible for growing a team of like-minded individuals to be successful Financial Representatives for our firm.
Katy Simpson
Chief Marketing Officer
Fant Ball
CPA
Chief Financial Officer
Kristinia Dupuy
Chief Supervision Officer
Bret Pinson
Madison Doggett