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.
Sara Dantin
Chief Operating Officer
Sara is the Managing Director's right hand, fully involved in the strategy and operations of our Baton Rouge firm.
Kiley Huggins
Mary Doucet
Director of Marketing and Business Operations
MK works closely with the local leadership team in helping with development, implementation and administration of policies, procedures, and strategies.
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.
In addition to being an advisor, Rex develops interns throughout the Baton Rouge area. As College Unit Director, Rex recruits and develops those who are looking for a career in finance. His mission is to empower, coach, and partner with interns to set them up for success, whether that is with Northwestern Mutual...
In addition to being an advisor, Rex develops interns throughout the Baton Rouge area. As College Unit Director, Rex recruits and develops those who are looking for a career in finance. His mission is to empower, coach, and partner with interns to set them up for success, whether that is with Northwestern Mutual or another career path.
Katy Simpson
Chief Marketing Officer
Fant Ball
CPA
Chief Financial Officer
Kristinia Dupuy
Chief Supervision Officer