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Team

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

Drew Saterfiel

Partner

(337) 443-9581

(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...

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Phillip Fontenot

Partner

(337) 443-9583

(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...

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Emily Normand

Registered Assistant

(337) 443-9582

(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...

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