Our team is proud to provide a breadth of experience, specialized financial knowledge and elevated level of service to all our clients. We work together to serve your goals and help you meet your financial future with more confidence.



Our advisors

Gregory A Walters

MBA, CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Gregory A Walters Visit Gregory A Walters's website

Vanessa L Walker

CRPC, APMA

Private Wealth Advisor

Learn more about Vanessa L Walker Visit Vanessa L Walker's website

Cade Babineaux

MBA, APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Cade Babineaux Visit Cade Babineaux's website

Garrett Molaison

CFP®, APMA, BFA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Garrett Molaison Visit Garrett Molaison's website

Catherine Lovell

Associate Financial Advisor

Learn more about Catherine Lovell Visit Catherine Lovell's website

Julien Larisey-Hebert

Associate Financial Advisor

Learn more about Julien Larisey-Hebert Visit Julien Larisey-Hebert's website

Paul Mazarac

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Paul Mazarac Visit Paul Mazarac's website


Our team

Elizabeth S. Hornsby, CRPC

Elizabeth S. Hornsby, CRPC

Financial Planning Specialist,

Office Manager

Qualifications

  • CRPC®
View more
Demitria L. Perry

Demitria L. Perry

Marketing Specialist,

Executive Assistant
Michelle Smith

Michelle Smith

Operations Manager

Griffin Babineaux

Griffin Babineaux

Client Service Specialist