Our Team

Our team is made up of 3 financial planners with over 56 years of experience and 2 assistants and 2 administrators that help serve our clients.

Charles Giardina, LUTCF, CPFA - has been in financial advising for over 32 years and serves as a financial planner in the business owner and group benefits market.

Cliff Lloyd, MBA, RICP - has been in financial advising for over 15 years and serves as a financial planner and Investment Advisor Representative to retirees, self-employed, and professionals.

John K Dawes, Jr CPFA - Has been advising for 5 years and works with Charles & Cliff.  He is also proficient with the teams Financial Planning component.

Cynthia Ann Theresa Garrity - Has been with us for 5 years as an administrator and service professional.

Tama Tullier - has over 30 years experience and serves as the Site Coordinator for our Baton Rouge office.

Dawn Este - has over 30 years experience and serves our firm as the Senior New Business Analyst.