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.
Dana Sagrera
Executive Assistant
Dana has been in the financial services industry for 35 years. She has set a foundation of building trust and long-lasting relationships with our clients. She has worked throughout her 35 year career to help ensure that our clients' ...
Justin Henderson
President and Investment Advisor
Justin has over 15 years of experience in the financial industry. He currently maintains the FINRA Series 6, 7, 63, and 66 licenses in addition to the Louisiana Life and Health license. His primary responsibility is to preserve and...
Lane Tamburo
Investment Advisor Representative
Lane has been in the financial services industry for 11 years. He currently maintains the FINRA Series 6,7,and 66 licenses in addition to the Louisiana Life and Health License. Lane studied finance at the University of Louisiana at...