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.
Drew Saterfiel
Partner
(337) 205-8686
Evan “Drew” Saterfiel has over 12 years of experience providing financial planning advice and investment services. Drew enjoys educating and guiding clients down their financial path while growing personal relationships. He...
Phillip Fontenot
Partner
(337) 205-8686
Phillip Fontenot has over 24 years of experience providing financial planning advice and investment services. Phillip enjoys assisting his clients planning and guiding them into their futures while growing personal relationships that...
Emily Normand
Registered Assistant
(337) 205-8686
Emily Normand has 11 years of experience in the financial industry. Of those 11 years, she has worked with Drew Saterfiel for 9 of them, providing investment services and building personal client relationships. She currently maintains...