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Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

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Location: New Orleans – Metairie

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David H. Levy, MBA, CFP®, AEP®

Managing Partner

Austin, Houston, Covington, San Antonio, New Orleans – Metairie

Anna Apodaca, CFP®, CDFA®

Partner

Rockwall, Dallas – Park Cities, Fort Worth – Colleyville, Plano, New Orleans – Metairie

Sam Hume

Wealth Advisor

Rockwall, Granbury, Fort Worth – Colleyville, New Orleans – Metairie

Will Walter, CFP®

Wealth Advisor

Covington, New Orleans – Metairie

William McNutt, CFP®, EA

Sr. Wealth Advisor

Austin, Houston, Covington, The Woodlands, New Orleans – Metairie

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