Our team has more than 75 years of combined experience in finance and wealth management. Together, we'll help you get to where you want to go.
When Matt and I started out in 2005 we had a vision to offer services based on a shared set of values that have become our promise to you: Integrity, Due-Diligence, Transparency and putting our clients best interests first and foremost. More than a decade later, our team continues to grow and that promise is stronger than ever thanks to our education programs, countless services, and client events.
We are proud of our ability to serve our clients free from a corporate structure. It makes me proud to work with a team of individuals who embrace our values and help make a difference for our clients and our communities.
Director of Gulf Coast
Travis is a member of the United Houma Nation of Louisiana. He has a Master's in Business Administration with a concentration of Financial Analytics and Business Strategy from Nicholls State University in Louisiana with a Bachelor's in Entrepreneurship.
Travis brings his managerial and project implementation skills to the team, adding his strategic planning experience to the Tribal Division and small and medium business owners in the Gulf Coast.
CFA®, Chief Investment Officer
I have a deep commitment to the art and science of investment management. As Chief Investment Officer, I work diligently to successfully manage the investments in your portfolios.
My promise to you is day to day management of your investments by lowering risk and purchasing value priced companies.
CFA®, Director of Investments
My passion is in building portfolios and lasting relationships with the clients whose assets they trust us to grow. As Director of Investments, I use my 20+ years of investment experience building personalized portfolios with our Chief Investment Officer to help our clients achieve their investment objectives.
Working for a small business gives me the opportunity to meet with our clients to give them the personal attention they desire and deserve.
Manager of Client Relations
After three decades in the industry, I have the privilege of getting to know our clients and their families. I strive to ensure that each client receives great service and attention from our team. With over 28 years in the financial services industry, and specifically in administering trusts and complex estates, I am able to be an advocate in searching for solutions to client needs.
As the Operations Manager for Sage, I work to keep our back-office running smoothly and efficiently to keep the focus on our clients and their wealth management needs. I work to provide support that strives to ensure our clients receive the best possible solutions and service on their wealth management journey.