Focus Areas
- Portfolio Reviews
- Wealth Strategies
- Business Retirement Plans
- Retirement Income Strategies
- Retirement Savings Strategies
- Military Professionals & Veterans
Certifications
CFP®
CERTIFIED FINANCIAL PLANNER™ChFC®
Chartered Financial Consultant®AAMS™
Accredited Asset Management Specialist™CRPS™
Chartered Retirement Plans Specialist™
Team Members
Staci CuppSr. Branch Office Administrator
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Phone
(318) 435-8244Fax
(888) 368-2287Office Address
6602 Main StreetWinnsboro, LA 71295opens in a new window
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