Our Team

Our team is made up of multiple financial planners with over 100 years of experience and 4 assistants and 2 administrators that help serve our clients.

Charles Giardina, LUTCF, CPFA - has been in financial advising for over 37 years and serves as a financial planner in the business owner and group benefits market.

Cliff Lloyd, MBA, RICP, ChFC - has been in financial advising for over 19 years and serves as a financial planner and Investment Advisor Representative to retirees, self-employed, and professionals.

Payton Poche, RICP - has been in financial advising for over 4 years and serves as a one of the younger partners on the team specializing in servicing current clients.

Jeff Bordelon - has been in financial advising for over 5 years and works with the team on client acquistion and plan design.

Cynthia Ann Theresa Garrity - Has been with us for 7 years as an administrator and service professional.

Tama Tullier - has over 33 years experience and serves as the Site Coordinator for our Baton Rouge office.

Dawn Este - has over 33 years experience and serves our firm as the Senior New Business Analyst.

Financial Planners apart of the team 

Keith Naccari 

James Thibaut

Jack Ryan

Hannah Kotsko

Jonathan Babin