Our Team

Our team is made up of 2 financial planners with over 36 years of experience and 2 assistants and 2 administrators that help serve our clients.

Charles Giardina, LUTCF - has been in financial advising for over 26 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 10 years and serves as a financial planner and Investment Advisor Representative to retirees, self-employed, and professionals.

Christine Morris - has over 26 years of experience with corporate travel in the hospitality industry, and joined our team in early 2018.

Tama Tullier - has over 26 years experience and serves as the Site Coordinator for our Baton Rouge office.

Dawn Este - has over 26 years experience and serves our firm as the Senior New Business Analyst.