Broker Check

4012 Lonesome Rd.
Mandeville, LA 70448
(Appointments available in Metairie)

Team

Meet our Team

 
Bill began his career in the financial industry in 1982 and joined a Wall Street firm in 1983. In 1988 he began his independent financial advisory practice to focus on the individual needs of his clients. As a Certified Financial...

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Jackie started her career with a Fortune 100 company as executive secretary and computer analyst for ten years up until the district office was relocated. In 1993 she joined the firm. Jackie brings many skill sets to the office...

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