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Team

We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.

Our team of financial professionals can help you address:

  • Investing principles and strategies
  • Retirement investing and distribution strategies
  • Estate conservation issues
  • Risk management

We also can answer your questions, including:

  • Can I retire early?
  • Are my investments working hard enough?
  • What’s the best approach for college savings?
  • What are the elements of a sound estate strategy?
  • Do I have enough life insurance for my family?

Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating an approach that is designed to address your individual situation.

 

Leadership Team

Mindy De St Germain

Mindy De St Germain

Director of Talent Acquisition

Caresse Fincher

Caresse H. Fincher

Recruiting Director

Timothy Heath

Timothy Heath

Managing Director

Kelly Woody

Kelly Woody

Director of Operations

Caleb  Reed

Caleb Reed

Managing Associate/Financial Representative

Stewart  Davis

Stewart Davis

General Agent, CLU

Taylor Roussel

Taylor Roussel

Director of Life and DI Brokerage

Tommy Graham

Tommy Graham

Managing Associate/Financial Representative

Tucker Roussel

Tucker Roussel

Financial Representative/Recruiting Director

Staff

Chelsee  Rawlins

Chelsee Rawlins

New Business Administrator

Shannon  Jackson

Shannon Jackson

Administrative Assistant

Mobile Office

Boyd Thames

Boyd M. Thames

Financial Representative

Cason Smith

Cason Smith

Financial Representative

Charles Holloway

Charles Holloway

Financial Representative

Charles "Chuck" Taylor

Charles "Chuck" Taylor

Financial Representative

Gary Raymond

Gary Raymond

Financial Representative, MSM

Jeff Demouy

Jeff Demouy

Registered Representative

Jon Zimlich

Jon Zimlich, CFP®

Investment Specialist

Joseph Dzwonkowski

Joseph Dzwonkowski

Financial Representative

Eastern Shore Office

Justin Law

Justin Law

Financial Representative, MBA

Baton Rouge Office

Paul Roppolo

Paul Roppolo

Financial Representative