With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
Donelle joined our Mandeville office in 1996.
Lisa joined our Metairie office in 2019.
Kelli joined our office in The Villages, FL in 2020.
Graduate Certificate - Accounting - Kaplan University - Davenport, IA
MBA - Iowa State University - Ames, IA
B.S. - Accounting - University of Wyoming - Laramie, WY
Lalonnie joined our Luling office in 2017.
Lauren joined our Luling office in 2015.
B.S., Nursing Sciences - Louisiana State University Health Sciences Center - New Orleans, LA
Mabel joined our Mandeville office 2003.
Lockheed Martin (Michoud Assembly Facility), Development Operations Engineer, 1973–2002, Louisiana & Mississippi
MBA - Florida Institute of Technology - Melbourne, FL
B.A., Mathematics - Louisiana State University - Baton Rouge, LA
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