403 E. Main Street,
Meet the Team
Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that with our understanding of personal finance, coupled with our training as financial professionals, we can help people better prepare for the future. After years in the business, we have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. We feel a commitment to our community.
Over the years, we have found that a team approach can be an effective method to help clients who have a wide variety of needs as they maneuver through a complex financial-services world. We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience.
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
With a sincere desire for helping people and a passion for financial planning, Jerry is ideally suited for the world of financial education and planning. For more than 30 years, he has been helping people identify and work to attain the important goals and dreams in their lives, whether those include a comfortable retirement, higher education, estate preservation, or long-term wealth accumulation.
Jerry specializes in personal, comprehensive financial planning for individuals, families, and business owners, and he focuses a great deal of his time and energy in the area of increasing financial wellness. As an independent financial advisor, Jerry can go beyond basic investment planning and create a personalized financial roadmap for individuals, helping them clearly identify their values and goals. His approach enables him to develop unique plans for each person, considering individual style, economic conditions, and changing life patterns. Because his focus is on cultivating close relationships, he is able to help people move from short-term worries to long-term planning.
Jerry graduated from Louisiana Tech University with a BS in Marketing and then went on to the Graduate School of Banking at Louisiana State University. He is active in his community and is a Board Member of the Broussard Chamber of Commerce, where he chairs the Diplomat Committee. He is a husband, father, and grandfather, residing in Arnaudville, La.
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Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.