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New Orleans, LA

Team Members

Practice Directors

David Byrnes

David Byrnes, AIF®

Practice Director - Retirement Plans & Wealth Advisor

Terry Thompkins

Terry Thompkins, CFP®, CLU®, ADPA®

Practice Director - Financial Planning & Wealth Advisor

Todd Bulot

Todd M. Bulot

Practice Director - Asset Management

Luke Britt

Luke Britt, RICP®

Practice Director - Advanced Planning & Business Services

Jeffrey Glusman

Jeffrey A. Glusman, CRPC®

Practice Director - Sports & Entertainment



112 Founders Drive | Baton Rouge, LA 70810

Phone: 225.300.4810  |  Fax: 888.824.2744