Our advisors

Gray L Goudeau

CFP®, ChFC®, CLU®

Private Wealth Advisor

Franchise Owner
Learn more about Gray L Goudeau Visit Gray L Goudeau's website

Jennifer Slimmer

MBA, CFP®, CRPC

Financial Advisor

Operations Director
Learn more about Jennifer Slimmer Visit Jennifer Slimmer's website

Jay Goudeau

MBA, CRPC

Financial Advisor

Learn more about Jay Goudeau Visit Jay Goudeau's website


Our team

Danica Bowie

Danica Bowie

Client Service Specialist

Miguel Jimenez

Miguel Jimenez

Financial Planning Specialist