How We Work

How We Work

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.

Our team approach adds perspective to all we do and provides increased benefits to our clients.

Meet Our Team

Jonathan Smith, AIF®

Wealth Advisor



Jonathan, a native New Orleanian, attended Vanderbilt University where he earned a bachelor’s degree in Economics. After graduating he returned to New Orleans in 2003 to begin his career at MassMutual Financial Group. From there...

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